LAPR vs BFOC overlap
2 institutions report holding both LAPR and BFOC.
LAPRBFOC
Pick 2 to 4 ETFs.
We don’t have holdings for LAPR, BFOC. 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.
2
institutions report holding both, of 20 holding any
LAPR20.5% of its 13F dollars, 12.5% of its 16 holders
BFOC11.3% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | LAPR | BFOC |
|---|---|---|
| Susquehanna International Group, LLP | $1.0M | $356K |
| Old Mission Capital LLC | $378K | $433K |
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: LAPR institutional holders, BFOC institutional holders.
Frequently asked questions
Do institutions hold both LAPR and BFOC?
2 Form 13F filers report positions in both, out of 20 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%.