OCTW vs BJAN overlap
33 institutions report holding both OCTW and BJAN.
OCTWBJAN
Pick 2 to 4 ETFs.
We don’t have holdings for OCTW, BJAN. 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.
33
institutions report holding both, of 180 holding any
OCTW81.1% of its 13F dollars, 40.2% of its 82 holders
BJAN23.0% of its 13F dollars, 25.2% of its 131 holders
Largest institutions holding both
| Firm | OCTW | BJAN |
|---|---|---|
| LPL Financial LLC | $90.5M | $5.5M |
| Commonwealth Equity Services, LLC | $46.6M | $14.6M |
| Raymond James Financial Inc. | $20.8M | $5.2M |
| Envestnet Asset Management Inc. | $10.2M | $5.7M |
| Osaic Holdings, Inc. | $7.8M | $7.8M |
| Cetera Investment Advisers | $7.6M | $7.6M |
| Kestra Advisory Services, LLC | $9.4M | $2.2M |
| Centaurus Financial, Inc. | $8.9M | $375K |
| Blue Bell Private Wealth Management, LLC | $3.5M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $2.2M |
| MML Investors Services, LLC | $3.6M | $1.9M |
| World Investment Advisors | $3.6M | $1.2M |
| Susquehanna International Group, LLP | $1.6M | $2.7M |
| DHJJ Financial Advisors, Ltd. | $391K | $3.8M |
| Spire Wealth Management | $3.1M | $1.1M |
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: OCTW institutional holders, BJAN institutional holders.
Frequently asked questions
Do institutions hold both OCTW and BJAN?
33 Form 13F filers report positions in both, out of 180 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%.