LOPP vs GAMR overlap
2 institutions report holding both LOPP and GAMR.
LOPPGAMR
Pick 2 to 4 ETFs.
We don’t have holdings for GAMR. 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.
2
institutions report holding both, of 23 holding any
LOPP0.2% of its 13F dollars, 33.3% of its 6 holders
GAMR0.2% of its 13F dollars, 10.5% of its 19 holders
Largest institutions holding both
| Firm | LOPP | GAMR |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $14K | $544 |
| Morgan Stanley | $60 | $11K |
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, GAMR institutional holders.
Frequently asked questions
Do institutions hold both LOPP and GAMR?
2 Form 13F filers report positions in both, out of 23 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%.