OCTW vs GMAY overlap
39 institutions report holding both OCTW and GMAY.
OCTWGMAY
Pick 2 to 4 ETFs.
We don’t have holdings for OCTW, GMAY. 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.
39
institutions report holding both, of 201 holding any
OCTW79.8% of its 13F dollars, 47.6% of its 82 holders
GMAY65.0% of its 13F dollars, 24.7% of its 158 holders
Largest institutions holding both
| Firm | OCTW | GMAY |
|---|---|---|
| LPL Financial LLC | $90.5M | $14.7M |
| Commonwealth Equity Services, LLC | $46.6M | $8.4M |
| Raymond James Financial Inc. | $20.8M | $20.6M |
| AE Wealth Management LLC | $1.0M | $37.0M |
| Envestnet Asset Management Inc. | $10.2M | $22.1M |
| Cetera Investment Advisers | $7.6M | $23.2M |
| Osaic Holdings, Inc. | $7.8M | $12.2M |
| Ausdal Financial Partners, Inc. | $3.5M | $15.0M |
| Kestra Advisory Services, LLC | $9.4M | $7.7M |
| Advyzon Investment Management, LLC | $8.5M | $291K |
| POM Investment Strategies, LLC | $49K | $7.2M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $3.5M |
| MML Investors Services, LLC | $3.6M | $1.6M |
| CreativeOne Wealth, LLC | $277K | $4.4M |
| Archer Investment Corp | $11K | $4.1M |
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, GMAY institutional holders.
Frequently asked questions
Do institutions hold both OCTW and GMAY?
39 Form 13F filers report positions in both, out of 201 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%.