LCTD vs IFLO overlap
5 institutions report holding both LCTD and IFLO.
LCTDIFLO
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.
5
institutions report holding both, of 114 holding any
LCTD10.9% of its 13F dollars, 4.7% of its 107 holders
IFLO2.6% of its 13F dollars, 41.7% of its 12 holders
Largest institutions holding both
| Firm | LCTD | IFLO |
|---|---|---|
| LPL Financial LLC | $14.8M | $226K |
| Flow Traders U.S. LLC | $2.2M | $1.3M |
| Jane Street Group, LLC | $285K | $2.4M |
| Raymond James Financial Inc. | $1.7M | $455K |
| Susquehanna International Group, LLP | $537K | $311K |
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, IFLO institutional holders.
Frequently asked questions
Do institutions hold both LCTD and IFLO?
5 Form 13F filers report positions in both, out of 114 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%.