LODI vs BSSX overlap
6 institutions report holding both LODI and BSSX.
LODIBSSX
Pick 2 to 4 ETFs.
We don’t have holdings for BSSX. 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 79 holding any
LODI20.2% of its 13F dollars, 33.3% of its 18 holders
BSSX18.0% of its 13F dollars, 9.0% of its 67 holders
Largest institutions holding both
| Firm | LODI | BSSX |
|---|---|---|
| LPL Financial LLC | $14.6M | $7.5M |
| Kestra Advisory Services, LLC | $548K | $3.9M |
| Envestnet Asset Management Inc. | $436K | $1.2M |
| Osaic Holdings, Inc. | $239K | $1.2M |
| Commonwealth Equity Services, LLC | $230K | $564K |
| Kestra Private Wealth Services, LLC | $219K | $321K |
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: LODI institutional holders, BSSX institutional holders.
Frequently asked questions
Do institutions hold both LODI and BSSX?
6 Form 13F filers report positions in both, out of 79 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%.