LJUL vs LAPR overlap
9 institutions report holding both LJUL and LAPR.
LJULLAPR
Pick 2 to 4 ETFs.
We don’t have holdings for LJUL, LAPR. 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 21 holding any
LJUL39.5% of its 13F dollars, 64.3% of its 14 holders
LAPR54.2% of its 13F dollars, 56.3% of its 16 holders
Largest institutions holding both
| Firm | LJUL | LAPR |
|---|---|---|
| MTM Financial Group, LLC | $920K | $1.3M |
| Susquehanna International Group, LLP | $579K | $1.0M |
| Old Mission Capital LLC | $599K | $378K |
| Cetera Investment Advisers | $279K | $577K |
| KFG Wealth Management, LLC | $322K | $326K |
| Farther Finance Advisors, LLC | $54K | $20K |
| IFP Advisors, Inc | $13K | $32K |
| Harbour Investments, Inc. | $10K | $30K |
| Barclays PLC | $762 | $2K |
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, LAPR institutional holders.
Frequently asked questions
Do institutions hold both LJUL and LAPR?
9 Form 13F filers report positions in both, out of 21 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%.