LOFF vs IRE overlap
6 institutions report holding both LOFF and IRE.
LOFFIRE
Pick 2 to 4 ETFs.
We don’t have holdings for LOFF. 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 21 holding any
LOFF31.9% of its 13F dollars, 54.5% of its 11 holders
IRE28.4% of its 13F dollars, 37.5% of its 16 holders
Largest institutions holding both
| Firm | LOFF | IRE |
|---|---|---|
| Optiver Holding B.V. | $634K | $1.3M |
| Susquehanna International Group, LLP | $507K | $709K |
| Jump Financial, LLC | $973K | $242K |
| XTX Topco Ltd | $483K | $247K |
| Belvedere Trading LLC | $197K | $13K |
| Simplex Trading, LLC | $28K | $21K |
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: LOFF institutional holders, IRE institutional holders.
Frequently asked questions
Do institutions hold both LOFF and IRE?
6 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%.