LITP vs HRTS overlap
7 institutions report holding both LITP and HRTS.
LITPHRTS
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.
7
institutions report holding both, of 31 holding any
LITP40.6% of its 13F dollars, 35.0% of its 20 holders
HRTS22.2% of its 13F dollars, 38.9% of its 18 holders
Largest institutions holding both
| Firm | LITP | HRTS |
|---|---|---|
| Jane Street Group, LLC | $1.6M | $338K |
| Susquehanna International Group, LLP | $1.2M | $317K |
| UBS Group AG | $263K | $789K |
| Citadel Advisors LLC | $477K | $453K |
| Frazier Financial Advisors, LLC | $275 | $63K |
| Morgan Stanley | $15K | $13K |
| Jones Financial Companies LLLP | $6K | $5K |
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, HRTS institutional holders.
Frequently asked questions
Do institutions hold both LITP and HRTS?
7 Form 13F filers report positions in both, out of 31 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%.