LVLN vs JDST overlap
1 institutions report holding both LVLN and JDST.
LVLNJDST
Pick 2 to 4 ETFs.
We don’t have holdings for JDST. 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 18 holding any
LVLN15.1% of its 13F dollars, 20.0% of its 5 holders
JDST7.3% of its 13F dollars, 7.1% of its 14 holders
Largest institutions holding both
| Firm | LVLN | JDST |
|---|---|---|
| Jane Street Group, LLC | $1.3M | $619K |
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: LVLN institutional holders, JDST institutional holders.
Frequently asked questions
Do institutions hold both LVLN and JDST?
1 Form 13F filers report positions in both, out of 18 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%.