ZOCT vs MARW overlap
20 institutions report holding both ZOCT and MARW.
ZOCTMARW
Pick 2 to 4 ETFs.
We don’t have holdings for ZOCT, MARW. 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.
20
institutions report holding both, of 103 holding any
ZOCT52.3% of its 13F dollars, 27.0% of its 74 holders
MARW68.3% of its 13F dollars, 40.8% of its 49 holders
Largest institutions holding both
| Firm | ZOCT | MARW |
|---|---|---|
| Commonwealth Equity Services, LLC | $19.4M | $8.4M |
| Osaic Holdings, Inc. | $1.3M | $6.9M |
| LPL Financial LLC | $418K | $6.7M |
| Kestra Advisory Services, LLC | $1.1M | $4.3M |
| Cetera Investment Advisers | $1.1M | $3.4M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $3.2M |
| Susquehanna International Group, LLP | $1.9M | $1.9M |
| Raymond James Financial Inc. | $725K | $2.2M |
| Envestnet Asset Management Inc. | $1.5M | $1.0M |
| Harbour Investments, Inc. | $1.0M | $1.4M |
| Centaurus Financial, Inc. | $1.9M | $418K |
| Cypress Wealth Services, LLC | $1.1M | $399K |
| MML Investors Services, LLC | $454K | $865K |
| Farther Finance Advisors, LLC | $237K | $1.1M |
| Spire Wealth Management | $67K | $1.2M |
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, MARW institutional holders.
Frequently asked questions
Do institutions hold both ZOCT and MARW?
20 Form 13F filers report positions in both, out of 103 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%.