OPPE vs LFSC overlap

OPPE and LFSC overlap 0.0% by weight, across 0 shared holdings.

OPPELFSC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

OPPE0.0% of the fund is in shared holdings, of 90

LFSC0.0% of the fund is in shared holdings, of 39

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: OPPE, SEC Form N-PORT, June 30, 2026; LFSC, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 64 holding any

OPPE0.5% of its 13F dollars, 3.5% of its 58 holders

LFSC1.1% of its 13F dollars, 25.0% of its 8 holders

Largest institutions holding both

Firm	OPPE	LFSC
Atria Investments, Inc	$322K	$1.1M
FMR LLC	$121K	$1K

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: OPPE institutional holders, LFSC institutional holders.

Frequently asked questions

How much do OPPE and LFSC overlap?

0.0% by weight, with 0 holdings in common, using holdings for OPPE as of June 30, 2026 and LFSC as of May 31, 2026.

Do institutions hold both OPPE and LFSC?

2 Form 13F filers report positions in both, out of 64 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%.