LSCP vs ESG overlap
1 institutions report holding both LSCP and ESG.
LSCPESG
Pick 2 to 4 ETFs.
We don’t have holdings for LSCP. 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.
1
institutions report holding both, of 58 holding any
LSCP2.8% of its 13F dollars, 50.0% of its 2 holders
ESG1.0% of its 13F dollars, 1.8% of its 57 holders
Largest institutions holding both
| Firm | LSCP | ESG |
|---|---|---|
| Citadel Advisors LLC | $1.4M | $489K |
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: LSCP institutional holders, ESG institutional holders.
Frequently asked questions
Do institutions hold both LSCP and ESG?
1 Form 13F filers report positions in both, out of 58 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%.