LRCU vs DIG overlap
4 institutions report holding both LRCU and DIG.
LRCUDIG
Pick 2 to 4 ETFs.
We don’t have holdings for LRCU. 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.
4
institutions report holding both, of 26 holding any
LRCU35.9% of its 13F dollars, 36.4% of its 11 holders
DIG32.0% of its 13F dollars, 21.1% of its 19 holders
Largest institutions holding both
| Firm | LRCU | DIG |
|---|---|---|
| Citadel Advisors LLC | $792K | $1.5M |
| IMC-Chicago, LLC | $821K | $492K |
| Jane Street Group, LLC | $338K | $348K |
| Simplex Trading, LLC | $665K | $13K |
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: LRCU institutional holders, DIG institutional holders.
Frequently asked questions
Do institutions hold both LRCU and DIG?
4 Form 13F filers report positions in both, out of 26 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%.