LQDI vs ETHO overlap
8 institutions report holding both LQDI and ETHO.
LQDIETHO
Pick 2 to 4 ETFs.
We don’t have holdings for ETHO. 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.
8
institutions report holding both, of 78 holding any
LQDI50.3% of its 13F dollars, 36.4% of its 22 holders
ETHO14.3% of its 13F dollars, 12.5% of its 64 holders
Largest institutions holding both
| Firm | LQDI | ETHO |
|---|---|---|
| LPL Financial LLC | $8.6M | $3.5M |
| Envestnet Asset Management Inc. | $9.4M | $410K |
| Cetera Investment Advisers | $3.1M | $419K |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $448K |
| Osaic Holdings, Inc. | $159K | $1.7M |
| Kestra Advisory Services, LLC | $647K | $472K |
| Rockefeller Capital Management L.P. | $26K | $84K |
| Wells Fargo & Company | $3 | $24 |
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: LQDI institutional holders, ETHO institutional holders.
Frequently asked questions
Do institutions hold both LQDI and ETHO?
8 Form 13F filers report positions in both, out of 78 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%.