LOPP vs EMET overlap

LOPP and EMET overlap 2.2% by weight, across 1 shared holdings.

LOPPEMET

Pick 2 to 4 ETFs.

2.2%

overlap by weight, across 1 shared holdings

LOPP2.2% of the fund is in shared holdings, of 71

EMET8.1% of the fund is in shared holdings, of 57

Top shared holdings

Holding	LOPP	EMET	Overlap
Freeport-McMoranFCX	2.20%	8.14%	2.20%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: LOPP, SEC Form N-PORT, June 30, 2026; EMET, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 19 holding any

LOPP4.9% of its 13F dollars, 33.3% of its 6 holders

EMET6.8% of its 13F dollars, 13.3% of its 15 holders

Largest institutions holding both

Firm	LOPP	EMET
GTS Securities LLC	$306K	$419K
Morgan Stanley	$60	$1K

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: LOPP institutional holders, EMET institutional holders.

Frequently asked questions

How much do LOPP and EMET overlap?

2.2% by weight, with 1 holdings in common, using holdings for LOPP as of June 30, 2026 and EMET as of June 30, 2026. The largest shared position is FCX.

Do institutions hold both LOPP and EMET?

2 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%.