LSAT vs CRPT overlap
10 institutions report holding both LSAT and CRPT.
LSATCRPT
Pick 2 to 4 ETFs.
We don’t have holdings for LSAT. 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 76 holding any
LSAT43.5% of its 13F dollars, 47.6% of its 21 holders
CRPT12.2% of its 13F dollars, 15.4% of its 65 holders
Largest institutions holding both
| Firm | LSAT | CRPT |
|---|---|---|
| LPL Financial LLC | $17.6M | $748K |
| Cetera Investment Advisers | $3.2M | $2.0M |
| Cambridge Investment Research Advisors, Inc. | $992K | $2.8M |
| Old Mission Capital LLC | $2.2M | $480K |
| Osaic Holdings, Inc. | $22K | $502K |
| Harbour Investments, Inc. | $50K | $161K |
| Steward Partners Investment Advisory, LLC | $57K | $63K |
| Global Retirement Partners, LLC | $29K | $3K |
| Integrated Wealth Concepts LLC | $6K | $286 |
| AE Wealth Management LLC | $33 | $2K |
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: LSAT institutional holders, CRPT institutional holders.
Frequently asked questions
Do institutions hold both LSAT and CRPT?
10 Form 13F filers report positions in both, out of 76 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%.