LOTI vs BAMY overlap
3 institutions report holding both LOTI and BAMY.
LOTIBAMY
Pick 2 to 4 ETFs.
We don’t have holdings for LOTI, BAMY. 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.
3
institutions report holding both, of 12 holding any
LOTI94.3% of its 13F dollars, 60.0% of its 5 holders
BAMY2.3% of its 13F dollars, 30.0% of its 10 holders
Largest institutions holding both
| Firm | LOTI | BAMY |
|---|---|---|
| Harbour Investments, Inc. | $40.6M | $58K |
| GTS Securities LLC | $392K | $920K |
| Osaic Holdings, Inc. | $20K | $16K |
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: LOTI institutional holders, BAMY institutional holders.
Frequently asked questions
Do institutions hold both LOTI and BAMY?
3 Form 13F filers report positions in both, out of 12 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%.