ZOCT vs MARM overlap
26 institutions report holding both ZOCT and MARM.
ZOCTMARM
Pick 2 to 4 ETFs.
We don’t have holdings for ZOCT, MARM. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
26
institutions report holding both, of 123 holding any
ZOCT53.0% of its 13F dollars, 35.1% of its 74 holders
MARM47.4% of its 13F dollars, 34.7% of its 75 holders
Largest institutions holding both
| Firm | ZOCT | MARM |
|---|---|---|
| Commonwealth Equity Services, LLC | $19.4M | $6.6M |
| Brookstone Capital Management | $1.6M | $4.2M |
| Cetera Investment Advisers | $1.1M | $2.6M |
| Kestra Advisory Services, LLC | $1.1M | $2.4M |
| Susquehanna International Group, LLP | $1.9M | $1.3M |
| Osaic Holdings, Inc. | $1.3M | $1.5M |
| Captrust Financial Advisors | $660K | $1.9M |
| NewEdge Advisors, LLC | $269K | $1.9M |
| LPL Financial LLC | $418K | $1.4M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $595K |
| Harbour Investments, Inc. | $1.0M | $759K |
| Envestnet Asset Management Inc. | $1.5M | $259K |
| Truist Financial Corp. | $343K | $1.3M |
| Main Street Financial Solutions, LLC | $240K | $1.2M |
| Ameritas Advisory Services, LLC | $489K | $428K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: ZOCT institutional holders, MARM institutional holders.
Frequently asked questions
Do institutions hold both ZOCT and MARM?
26 Form 13F filers report positions in both, out of 123 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.