LITP vs EART overlap
4 institutions report holding both LITP and EART.
LITPEART
Pick 2 to 4 ETFs.
We don’t have holdings for LITP. 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.
4
institutions report holding both, of 42 holding any
LITP19.7% of its 13F dollars, 20.0% of its 20 holders
EART16.8% of its 13F dollars, 15.4% of its 26 holders
Largest institutions holding both
| Firm | LITP | EART |
|---|---|---|
| Susquehanna International Group, LLP | $1.2M | $918K |
| Citadel Advisors LLC | $477K | $473K |
| Osaic Holdings, Inc. | $31K | $37K |
| Morgan Stanley | $15K | $29K |
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: LITP institutional holders, EART institutional holders.
Frequently asked questions
Do institutions hold both LITP and EART?
4 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%.