LOHA vs BDRY overlap
1 institutions report holding both LOHA and BDRY.
LOHABDRY
Pick 2 to 4 ETFs.
We don’t have holdings for LOHA, BDRY. 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.
1
institutions report holding both, of 19 holding any
LOHA42.5% of its 13F dollars, 20.0% of its 5 holders
BDRY40.0% of its 13F dollars, 6.7% of its 15 holders
Largest institutions holding both
| Firm | LOHA | BDRY |
|---|---|---|
| Susquehanna International Group, LLP | $1.6M | $1.5M |
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: LOHA institutional holders, BDRY institutional holders.
Frequently asked questions
Do institutions hold both LOHA and BDRY?
1 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%.