MOOD vs LSAF overlap
1 institutions report holding both MOOD and LSAF.
MOODLSAF
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.
1
institutions report holding both, of 40 holding any
MOOD1.9% of its 13F dollars, 6.3% of its 16 holders
LSAF1.0% of its 13F dollars, 4.0% of its 25 holders
Largest institutions holding both
| Firm | MOOD | LSAF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.0M | $1.1M |
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: MOOD institutional holders, LSAF institutional holders.
Frequently asked questions
Do institutions hold both MOOD and LSAF?
1 Form 13F filers report positions in both, out of 40 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%.