LONZ vs EUAD overlap
29 institutions report holding both LONZ and EUAD.
LONZEUAD
Pick 2 to 4 ETFs.
We don’t have holdings for LONZ. 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.
29
institutions report holding both, of 224 holding any
LONZ14.9% of its 13F dollars, 39.7% of its 73 holders
EUAD32.9% of its 13F dollars, 16.1% of its 180 holders
Largest institutions holding both
| Firm | LONZ | EUAD |
|---|---|---|
| Morgan Stanley | $4K | $107.8M |
| LPL Financial LLC | $25.4M | $304K |
| Royal Bank of Canada | $1.2M | $11.5M |
| Cambridge Investment Research Advisors, Inc. | $10.9M | $1.8M |
| McAdam, LLC | $5.7M | $857K |
| UBS Group AG | $997K | $5.0M |
| Cetera Investment Advisers | $2.7M | $3.3M |
| Envestnet Asset Management Inc. | $4.7M | $858K |
| Northwestern Mutual Wealth Management Co | $1.5M | $1.8M |
| Commonwealth Equity Services, LLC | $215K | $2.4M |
| Focus Partners Wealth | $1.9M | $553K |
| Wealth Enhancement Advisory Services, LLC | $2.1M | $256K |
| Hilltop Holdings Inc. | $1.8M | $467K |
| PNC Financial Services Group, Inc. | $242K | $1.8M |
| Bright Futures Wealth Management, LLC. | $619K | $1.4M |
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: LONZ institutional holders, EUAD institutional holders.
Frequently asked questions
Do institutions hold both LONZ and EUAD?
29 Form 13F filers report positions in both, out of 224 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%.