OCTW vs JANW overlap
54 institutions report holding both OCTW and JANW.
OCTWJANW
Pick 2 to 4 ETFs.
We don’t have holdings for OCTW, JANW. 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.
54
institutions report holding both, of 116 holding any
OCTW93.2% of its 13F dollars, 65.8% of its 82 holders
JANW74.3% of its 13F dollars, 61.4% of its 88 holders
Largest institutions holding both
| Firm | OCTW | JANW |
|---|---|---|
| LPL Financial LLC | $90.5M | $10.3M |
| Commonwealth Equity Services, LLC | $46.6M | $22.3M |
| AE Wealth Management LLC | $1.0M | $40.2M |
| Raymond James Financial Inc. | $20.8M | $17.9M |
| Osaic Holdings, Inc. | $7.8M | $12.1M |
| Cetera Investment Advisers | $7.6M | $10.1M |
| Advyzon Investment Management, LLC | $8.5M | $8.5M |
| Kestra Advisory Services, LLC | $9.4M | $6.8M |
| Envestnet Asset Management Inc. | $10.2M | $3.8M |
| Allianz SE | $6.8M | $6.7M |
| Centaurus Financial, Inc. | $8.9M | $3.1M |
| Guardian Capital, LLC | $5.6M | $5.6M |
| POM Investment Strategies, LLC | $49K | $8.4M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $3.7M |
| World Investment Advisors | $3.6M | $3.5M |
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, JANW institutional holders.
Frequently asked questions
Do institutions hold both OCTW and JANW?
54 Form 13F filers report positions in both, out of 116 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%.