LJUL vs FLAO overlap
5 institutions report holding both LJUL and FLAO.
LJULFLAO
Pick 2 to 4 ETFs.
We don’t have holdings for LJUL, FLAO. 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.
5
institutions report holding both, of 23 holding any
LJUL12.8% of its 13F dollars, 35.7% of its 14 holders
FLAO13.2% of its 13F dollars, 35.7% of its 14 holders
Largest institutions holding both
| Firm | LJUL | FLAO |
|---|---|---|
| Susquehanna International Group, LLP | $579K | $532K |
| Cetera Investment Advisers | $279K | $217K |
| Harbour Investments, Inc. | $10K | $143K |
| IFP Advisors, Inc | $13K | $19K |
| UBS Group AG | $19K | $7K |
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: LJUL institutional holders, FLAO institutional holders.
Frequently asked questions
Do institutions hold both LJUL and FLAO?
5 Form 13F filers report positions in both, out of 23 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%.