LITX vs CONL overlap
6 institutions report holding both LITX and CONL.
LITXCONL
Pick 2 to 4 ETFs.
We don’t have holdings for LITX. 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.
6
institutions report holding both, of 33 holding any
LITX31.9% of its 13F dollars, 33.3% of its 18 holders
CONL60.3% of its 13F dollars, 28.6% of its 21 holders
Largest institutions holding both
| Firm | LITX | CONL |
|---|---|---|
| UBS Group AG | $8.6M | $22.3M |
| Optiver Holding B.V. | $1.8M | $3.4M |
| Morgan Stanley | $3.0M | $4K |
| StoneX Group Inc. | $497K | $1.2M |
| Jane Street Group, LLC | $570K | $52K |
| GTS Securities LLC | $399K | $45K |
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: LITX institutional holders, CONL institutional holders.
Frequently asked questions
Do institutions hold both LITX and CONL?
6 Form 13F filers report positions in both, out of 33 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%.