LOUP vs GSEE overlap
7 institutions report holding both LOUP and GSEE.
LOUPGSEE
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.
7
institutions report holding both, of 66 holding any
LOUP14.8% of its 13F dollars, 11.9% of its 59 holders
GSEE8.9% of its 13F dollars, 50.0% of its 14 holders
Largest institutions holding both
| Firm | LOUP | GSEE |
|---|---|---|
| LPL Financial LLC | $16.3M | $646K |
| Morgan Stanley | $158K | $7.4M |
| Commonwealth Equity Services, LLC | $1.4M | $2.9M |
| Susquehanna International Group, LLP | $1.3M | $585K |
| Jane Street Group, LLC | $737K | $328K |
| UBS Group AG | $87K | $65K |
| FMR LLC | $7K | $71 |
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, GSEE institutional holders.
Frequently asked questions
Do institutions hold both LOUP and GSEE?
7 Form 13F filers report positions in both, out of 66 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%.