LENS vs FXB overlap
3 institutions report holding both LENS and FXB.
LENSFXB
Pick 2 to 4 ETFs.
We don’t have holdings for FXB. 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.
3
institutions report holding both, of 44 holding any
LENS63.9% of its 13F dollars, 20.0% of its 15 holders
FXB25.7% of its 13F dollars, 9.4% of its 32 holders
Largest institutions holding both
| Firm | LENS | FXB |
|---|---|---|
| HighTower Advisors, LLC | $18.1M | $253K |
| Susquehanna International Group, LLP | $348K | $8.4M |
| Farther Finance Advisors, LLC | $2.8M | $6K |
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: LENS institutional holders, FXB institutional holders.
Frequently asked questions
Do institutions hold both LENS and FXB?
3 Form 13F filers report positions in both, out of 44 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%.