LSAF vs FYEE overlap
6 institutions report holding both LSAF and FYEE.
LSAFFYEE
Pick 2 to 4 ETFs.
We don’t have holdings for LSAF. 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.
6
institutions report holding both, of 72 holding any
LSAF34.8% of its 13F dollars, 24.0% of its 25 holders
FYEE22.9% of its 13F dollars, 11.3% of its 53 holders
Largest institutions holding both
| Firm | LSAF | FYEE |
|---|---|---|
| LPL Financial LLC | $30.2M | $14.0M |
| Cetera Investment Advisers | $5.8M | $4.7M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $5.5M |
| Global Retirement Partners, LLC | $27K | $161K |
| Osaic Holdings, Inc. | $21K | $53K |
| JPMorgan Chase & Co | $12K | $33 |
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: LSAF institutional holders, FYEE institutional holders.
Frequently asked questions
Do institutions hold both LSAF and FYEE?
6 Form 13F filers report positions in both, out of 72 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%.