LFAW vs LFAO overlap
3 institutions report holding both LFAW and LFAO.
LFAWLFAO
Pick 2 to 4 ETFs.
We don’t have holdings for LFAW, LFAO. 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 4 holding any
LFAW91.7% of its 13F dollars, 75.0% of its 4 holders
LFAO100.0% of its 13F dollars, 100.0% of its 3 holders
Largest institutions holding both
| Firm | LFAW | LFAO |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $2.1M |
| Stone Ridge Holdings Group LP | $1.5M | $937K |
| UBS Group AG | $19K | $10K |
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: LFAW institutional holders, LFAO institutional holders.
Frequently asked questions
Do institutions hold both LFAW and LFAO?
3 Form 13F filers report positions in both, out of 4 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%.