RAM vs LVLN overlap
1 institutions report holding both RAM and LVLN.
RAMLVLN
Pick 2 to 4 ETFs.
We don’t have holdings for RAM. 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 15 holding any
RAM34.9% of its 13F dollars, 9.1% of its 11 holders
LVLN15.1% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | RAM | LVLN |
|---|---|---|
| Jane Street Group, LLC | $3.0M | $1.3M |
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: RAM institutional holders, LVLN institutional holders.
Frequently asked questions
Do institutions hold both RAM and LVLN?
1 Form 13F filers report positions in both, out of 15 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%.