LLYX vs BEX overlap
6 institutions report holding both LLYX and BEX.
LLYXBEX
Pick 2 to 4 ETFs.
We don’t have holdings for BEX. 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 19 holding any
LLYX26.7% of its 13F dollars, 50.0% of its 12 holders
BEX58.3% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | LLYX | BEX |
|---|---|---|
| Citadel Advisors LLC | $2.0M | $2.0M |
| Optiver Holding B.V. | $822K | $3.1M |
| GTS Securities LLC | $702K | $1.7M |
| Goldman Sachs Group Inc. | $377K | $1.7M |
| Simplex Trading, LLC | $2K | $20K |
| Hollencrest Capital Management | $139 | $179 |
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: LLYX institutional holders, BEX institutional holders.
Frequently asked questions
Do institutions hold both LLYX and BEX?
6 Form 13F filers report positions in both, out of 19 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%.