LITX vs ERX overlap
9 institutions report holding both LITX and ERX.
LITXERX
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.
9
institutions report holding both, of 45 holding any
LITX41.7% of its 13F dollars, 50.0% of its 18 holders
ERX32.0% of its 13F dollars, 25.0% of its 36 holders
Largest institutions holding both
| Firm | LITX | ERX |
|---|---|---|
| Susquehanna International Group, LLP | $4.3M | $7.6M |
| UBS Group AG | $8.6M | $95K |
| Jane Street Group, LLC | $570K | $2.8M |
| Morgan Stanley | $3.0M | $172 |
| Two Sigma Securities, LLC | $461K | $1.5M |
| IMC-Chicago, LLC | $973K | $632K |
| GTS Securities LLC | $399K | $1.0M |
| HRT Financial LP | $825K | $483K |
| Simplex Trading, LLC | $266K | $668K |
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, ERX institutional holders.
Frequently asked questions
Do institutions hold both LITX and ERX?
9 Form 13F filers report positions in both, out of 45 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%.