LFEQ vs FTPA overlap
3 institutions report holding both LFEQ and FTPA.
LFEQFTPA
Pick 2 to 4 ETFs.
We don’t have holdings for FTPA. 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 42 holding any
LFEQ16.1% of its 13F dollars, 20.0% of its 15 holders
FTPA25.7% of its 13F dollars, 10.0% of its 30 holders
Largest institutions holding both
| Firm | LFEQ | FTPA |
|---|---|---|
| LPL Financial LLC | $1.8M | $2.7M |
| Morgan Stanley | $75 | $564K |
| Raymond James Financial Inc. | $309K | $97K |
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: LFEQ institutional holders, FTPA institutional holders.
Frequently asked questions
Do institutions hold both LFEQ and FTPA?
3 Form 13F filers report positions in both, out of 42 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%.