ZOCT vs ZMAY overlap
37 institutions report holding both ZOCT and ZMAY.
ZOCTZMAY
Pick 2 to 4 ETFs.
We don’t have holdings for ZOCT, ZMAY. 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.
37
institutions report holding both, of 105 holding any
ZOCT67.0% of its 13F dollars, 50.0% of its 74 holders
ZMAY44.6% of its 13F dollars, 54.4% of its 68 holders
Largest institutions holding both
| Firm | ZOCT | ZMAY |
|---|---|---|
| Commonwealth Equity Services, LLC | $19.4M | $1.7M |
| AE Wealth Management LLC | $54K | $6.6M |
| Osaic Holdings, Inc. | $1.3M | $1.6M |
| Envestnet Asset Management Inc. | $1.5M | $1.1M |
| Lineweaver Wealth Advisors, LLC | $899K | $1.7M |
| Susquehanna International Group, LLP | $1.9M | $695K |
| KFG Wealth Management, LLC | $1.9M | $565K |
| Brookstone Capital Management | $1.6M | $623K |
| HighTower Advisors, LLC | $1.7M | $336K |
| Cetera Investment Advisers | $1.1M | $916K |
| Raymond James Financial Inc. | $725K | $1.2M |
| Kestra Advisory Services, LLC | $1.1M | $753K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $622K |
| Harbour Investments, Inc. | $1.0M | $787K |
| Cypress Wealth Services, LLC | $1.1M | $698K |
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, ZMAY institutional holders.
Frequently asked questions
Do institutions hold both ZOCT and ZMAY?
37 Form 13F filers report positions in both, out of 105 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%.