LOHA vs GMMA overlap
0 institutions report holding both LOHA and GMMA.
LOHAGMMA
Pick 2 to 4 ETFs.
We don’t have holdings for LOHA. 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.
0
institutions report holding both, of 7 holding any
LOHA0.0% of its 13F dollars, 0.0% of its 5 holders
GMMA0.0% of its 13F dollars, 0.0% of its 2 holders
Largest institutions holding both
No 13F filer reports holding both.
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, GMMA institutional holders.
Frequently asked questions
Do institutions hold both LOHA and GMMA?
0 Form 13F filers report positions in both, out of 7 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%.