OPER vs LEND overlap
7 institutions report holding both OPER and LEND.
OPERLEND
Pick 2 to 4 ETFs.
We don’t have holdings for OPER. 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.
7
institutions report holding both, of 109 holding any
OPER28.5% of its 13F dollars, 29.2% of its 24 holders
LEND35.2% of its 13F dollars, 7.6% of its 92 holders
Largest institutions holding both
| Firm | OPER | LEND |
|---|---|---|
| Envestnet Asset Management Inc. | $27.3M | $5.4M |
| Osaic Holdings, Inc. | $6K | $30.0M |
| Silver Oak Securities, Incorporated | $3.6M | $2K |
| Jane Street Group, LLC | $1.6M | $1.9M |
| LPL Financial LLC | $260K | $2.6M |
| Royal Bank of Canada | $30K | $535K |
| Morgan Stanley | $174 | $12K |
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: OPER institutional holders, LEND institutional holders.
Frequently asked questions
Do institutions hold both OPER and LEND?
7 Form 13F filers report positions in both, out of 109 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%.