LRNZ vs BOTT overlap

LRNZ and BOTT overlap 3.6% by weight, across 1 shared holdings.

LRNZBOTT

Pick 2 to 4 ETFs.

3.6%

overlap by weight, across 1 shared holdings

LRNZ3.6% of the fund is in shared holdings, of 24

BOTT4.5% of the fund is in shared holdings, of 30

Top shared holdings

Holding	LRNZ	BOTT	Overlap
Nvidia Corp.NVDA	3.64%	4.54%	3.64%

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: LRNZ, SEC Form N-PORT, June 30, 2026; BOTT, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 45 holding any

LRNZ12.9% of its 13F dollars, 13.8% of its 29 holders

BOTT11.0% of its 13F dollars, 20.0% of its 20 holders

Largest institutions holding both

Firm	LRNZ	BOTT
Susquehanna International Group, LLP	$534K	$606K
Cetera Investment Advisers	$535K	$235K
UBS Group AG	$15K	$12K
Harbour Investments, Inc.	$13K	$8K

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: LRNZ institutional holders, BOTT institutional holders.

Frequently asked questions

How much do LRNZ and BOTT overlap?

3.6% by weight, with 1 holdings in common, using holdings for LRNZ as of June 30, 2026 and BOTT as of June 30, 2026. The largest shared position is NVDA.

Do institutions hold both LRNZ and BOTT?

4 Form 13F filers report positions in both, out of 45 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%.