RAVI vs LCTU overlap
28 institutions report holding both RAVI and LCTU.
RAVILCTU
Pick 2 to 4 ETFs.
We don’t have holdings for LCTU. 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.
28
institutions report holding both, of 258 holding any
RAVI4.0% of its 13F dollars, 37.3% of its 75 holders
LCTU44.0% of its 13F dollars, 13.3% of its 211 holders
Largest institutions holding both
| Firm | RAVI | LCTU |
|---|---|---|
| Envestnet Asset Management Inc. | $8.0M | $338.1M |
| LPL Financial LLC | $9.0M | $98.8M |
| JPMorgan Chase & Co | $810K | $58.1M |
| MML Investors Services, LLC | $7.9M | $18.6M |
| Cetera Investment Advisers | $1.3M | $22.5M |
| Morgan Stanley | $15.8M | $104K |
| Royal Bank of Canada | $325K | $8.2M |
| Integrated Wealth Concepts LLC | $6K | $5.2M |
| Commonwealth Equity Services, LLC | $1.4M | $3.3M |
| NewEdge Advisors, LLC | $11K | $4.3M |
| Osaic Holdings, Inc. | $1.2M | $3.0M |
| Wealth Enhancement Advisory Services, LLC | $1.2M | $2.6M |
| Susquehanna International Group, LLP | $985K | $1.9M |
| Farther Finance Advisors, LLC | $64K | $2.6M |
| HighTower Advisors, LLC | $326K | $1.9M |
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: RAVI institutional holders, LCTU institutional holders.
Frequently asked questions
Do institutions hold both RAVI and LCTU?
28 Form 13F filers report positions in both, out of 258 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%.