LOUP vs GINN overlap
14 institutions report holding both LOUP and GINN.
LOUPGINN
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.
14
institutions report holding both, of 88 holding any
LOUP20.9% of its 13F dollars, 23.7% of its 59 holders
GINN10.5% of its 13F dollars, 32.6% of its 43 holders
Largest institutions holding both
| Firm | LOUP | GINN |
|---|---|---|
| LPL Financial LLC | $16.3M | $929K |
| GTS Securities LLC | $5.3M | $2.4M |
| Rockefeller Capital Management L.P. | $53K | $5.2M |
| HighTower Advisors, LLC | $3.7M | $1.4M |
| Susquehanna International Group, LLP | $1.3M | $1.6M |
| Morgan Stanley | $158K | $1.1M |
| Raymond James Financial Inc. | $341K | $882K |
| Osaic Holdings, Inc. | $698K | $9K |
| Farther Finance Advisors, LLC | $5K | $632K |
| Fifth Third Bancorp | $296K | $19K |
| UBS Group AG | $87K | $3K |
| Simplex Trading, LLC | $21K | $551 |
| FMR LLC | $7K | $12K |
| DHJJ Financial Advisors, Ltd. | $986 | $316 |
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, GINN institutional holders.
Frequently asked questions
Do institutions hold both LOUP and GINN?
14 Form 13F filers report positions in both, out of 88 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%.