LITX vs FBY overlap
4 institutions report holding both LITX and FBY.
LITXFBY
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.
4
institutions report holding both, of 37 holding any
LITX10.0% of its 13F dollars, 22.2% of its 18 holders
FBY3.0% of its 13F dollars, 17.4% of its 23 holders
Largest institutions holding both
| Firm | LITX | FBY |
|---|---|---|
| Morgan Stanley | $3.0M | $897 |
| Jane Street Group, LLC | $570K | $1.2M |
| HRT Financial LP | $825K | $108K |
| Simplex Trading, LLC | $266K | $4K |
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, FBY institutional holders.
Frequently asked questions
Do institutions hold both LITX and FBY?
4 Form 13F filers report positions in both, out of 37 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%.