LOUP vs FDLS overlap
13 institutions report holding both LOUP and FDLS.
LOUPFDLS
Pick 2 to 4 ETFs.
We don’t have holdings for LOUP. 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.
13
institutions report holding both, of 95 holding any
LOUP35.3% of its 13F dollars, 22.0% of its 59 holders
FDLS26.3% of its 13F dollars, 26.5% of its 49 holders
Largest institutions holding both
| Firm | LOUP | FDLS |
|---|---|---|
| Royal Bank of Canada | $25.8M | $14K |
| LPL Financial LLC | $16.3M | $7.7M |
| Creative Financial Designs Inc. | $108K | $19.1M |
| Cambridge Investment Research Advisors, Inc. | $670K | $5.2M |
| Susquehanna International Group, LLP | $1.3M | $658K |
| Raymond James Financial Inc. | $341K | $1.5M |
| Commonwealth Equity Services, LLC | $1.4M | $374K |
| Osaic Holdings, Inc. | $698K | $876K |
| Stifel Financial Corp. | $870K | $223K |
| Morgan Stanley | $158K | $26K |
| Harbour Investments, Inc. | $14K | $24K |
| FMR LLC | $7K | $4K |
| Farther Finance Advisors, LLC | $5K | $3K |
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: LOUP institutional holders, FDLS institutional holders.
Frequently asked questions
Do institutions hold both LOUP and FDLS?
13 Form 13F filers report positions in both, out of 95 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%.