LRGC vs BRTR overlap
10 institutions report holding both LRGC and BRTR.
LRGCBRTR
Pick 2 to 4 ETFs.
We don’t have holdings for BRTR. 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.
10
institutions report holding both, of 93 holding any
LRGC8.1% of its 13F dollars, 33.3% of its 30 holders
BRTR15.4% of its 13F dollars, 13.7% of its 73 holders
Largest institutions holding both
| Firm | LRGC | BRTR |
|---|---|---|
| NewEdge Advisors, LLC | $5K | $85.1M |
| LPL Financial LLC | $66.0M | $1.8M |
| Bank of America Corp. | $2.1M | $42.5M |
| Raymond James Financial Inc. | $6.1M | $11.2M |
| Osaic Holdings, Inc. | $27K | $13.5M |
| Envestnet Asset Management Inc. | $6.9M | $2.2M |
| Cambridge Investment Research Advisors, Inc. | $4.7M | $3.4M |
| Integrated Wealth Concepts LLC | $5K | $3.0M |
| Citadel Advisors LLC | $430K | $904K |
| Cetera Investment Advisers | $374K | $449K |
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: LRGC institutional holders, BRTR institutional holders.
Frequently asked questions
Do institutions hold both LRGC and BRTR?
10 Form 13F filers report positions in both, out of 93 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%.