LPRE vs AFSM overlap

LPRE and AFSM overlap 0.0% by weight, across 0 shared holdings.

LPREAFSM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

LPRE0.0% of the fund is in shared holdings, of 25

AFSM0.0% of the fund is in shared holdings, of 331

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: LPRE, SEC Form N-PORT, May 31, 2026; AFSM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 51 holding any

LPRE3.0% of its 13F dollars, 7.1% of its 14 holders

AFSM0.2% of its 13F dollars, 2.6% of its 38 holders

Largest institutions holding both

Firm	LPRE	AFSM
Jane Street Group, LLC	$2.7M	$205K

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: LPRE institutional holders, AFSM institutional holders.

Frequently asked questions

How much do LPRE and AFSM overlap?

0.0% by weight, with 0 holdings in common, using holdings for LPRE as of May 31, 2026 and AFSM as of May 31, 2026.

Do institutions hold both LPRE and AFSM?

1 Form 13F filers report positions in both, out of 51 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%.