LCTU vs DFGX overlap
51 institutions report holding both LCTU and DFGX.
LCTUDFGX
Pick 2 to 4 ETFs.
We don’t have holdings for LCTU. 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.
51
institutions report holding both, of 342 holding any
LCTU48.9% of its 13F dollars, 24.2% of its 211 holders
DFGX15.6% of its 13F dollars, 28.0% of its 182 holders
Largest institutions holding both
| Firm | LCTU | DFGX |
|---|---|---|
| Envestnet Asset Management Inc. | $338.1M | $31.9M |
| LPL Financial LLC | $98.8M | $2.8M |
| Envestnet Portfolio Solutions, Inc. | $64.4M | $675K |
| Park Avenue Securities LLC | $33.6M | $7.0M |
| HighTower Advisors, LLC | $1.9M | $25.1M |
| Assetmark, Inc. | $9.0M | $15.0M |
| GeoWealth Management, LLC | $6.5M | $17.0M |
| MML Investors Services, LLC | $18.6M | $298K |
| Kestra Investment Management, LLC | $453K | $18.1M |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $8.0M |
| OneDigital Investment Advisors LLC | $5.3M | $10.5M |
| Vestmark Advisory Solutions, Inc. | $322K | $14.5M |
| Farther Finance Advisors, LLC | $2.6M | $6.0M |
| Orion Porfolio Solutions, LLC | $4.0M | $4.4M |
| Raymond James Financial Inc. | $3.3M | $4.9M |
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: LCTU institutional holders, DFGX institutional holders.
Frequently asked questions
Do institutions hold both LCTU and DFGX?
51 Form 13F filers report positions in both, out of 342 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%.