OCTW vs FDEC overlap
33 institutions report holding both OCTW and FDEC.
OCTWFDEC
Pick 2 to 4 ETFs.
We don’t have holdings for OCTW, FDEC. 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 198 holding any
OCTW79.0% of its 13F dollars, 40.2% of its 82 holders
FDEC42.3% of its 13F dollars, 22.1% of its 149 holders
Largest institutions holding both
| Firm | OCTW | FDEC |
|---|---|---|
| LPL Financial LLC | $90.5M | $12.7M |
| Commonwealth Equity Services, LLC | $46.6M | $16.3M |
| Raymond James Financial Inc. | $20.8M | $14.1M |
| Envestnet Asset Management Inc. | $10.2M | $14.7M |
| Cetera Investment Advisers | $7.6M | $10.9M |
| Osaic Holdings, Inc. | $7.8M | $9.3M |
| Assetmark, Inc. | $3K | $16.4M |
| Kestra Advisory Services, LLC | $9.4M | $5.8M |
| Centaurus Financial, Inc. | $8.9M | $684K |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $4.8M |
| MML Investors Services, LLC | $3.6M | $4.2M |
| Blue Bell Private Wealth Management, LLC | $3.5M | $1.0M |
| World Investment Advisors | $3.6M | $306K |
| Harbour Investments, Inc. | $1.5M | $2.3M |
| Susquehanna International Group, LLP | $1.6M | $2.1M |
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, FDEC institutional holders.
Frequently asked questions
Do institutions hold both OCTW and FDEC?
33 Form 13F filers report positions in both, out of 198 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%.