LCTD vs HEEM overlap
22 institutions report holding both LCTD and HEEM.
LCTDHEEM
Pick 2 to 4 ETFs.
We don’t have holdings for LCTD. 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.
22
institutions report holding both, of 139 holding any
LCTD46.0% of its 13F dollars, 20.6% of its 107 holders
HEEM37.5% of its 13F dollars, 40.7% of its 54 holders
Largest institutions holding both
| Firm | LCTD | HEEM |
|---|---|---|
| Envestnet Asset Management Inc. | $47.5M | $6.0M |
| Wells Fargo & Company | $6K | $23.2M |
| Morgan Stanley | $10K | $18.4M |
| LPL Financial LLC | $14.8M | $3.3M |
| Cetera Investment Advisers | $3.3M | $5.3M |
| Park Avenue Securities LLC | $4.6M | $414K |
| Commonwealth Equity Services, LLC | $611K | $3.5M |
| MML Investors Services, LLC | $2.6M | $548K |
| Raymond James Financial Inc. | $1.7M | $682K |
| Royal Bank of Canada | $2.0M | $193K |
| Osaic Holdings, Inc. | $740K | $1.4M |
| Advisory Services Network, LLC | $1.5M | $505K |
| UBS Group AG | $76K | $1.4M |
| Assetmark, Inc. | $1.4M | $14K |
| HighTower Advisors, LLC | $389K | $399K |
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: LCTD institutional holders, HEEM institutional holders.
Frequently asked questions
Do institutions hold both LCTD and HEEM?
22 Form 13F filers report positions in both, out of 139 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%.