NEHI vs LFAW overlap
1 institutions report holding both NEHI and LFAW.
NEHILFAW
Pick 2 to 4 ETFs.
We don’t have holdings for LFAW. 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 10 holding any
NEHI41.9% of its 13F dollars, 14.3% of its 7 holders
LFAW8.3% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | NEHI | LFAW |
|---|---|---|
| Jane Street Group, LLC | $1.4M | $268K |
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: NEHI institutional holders, LFAW institutional holders.
Frequently asked questions
Do institutions hold both NEHI and LFAW?
1 Form 13F filers report positions in both, out of 10 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%.