RONB vs LOUP overlap
21 institutions report holding both RONB and LOUP.
RONBLOUP
Pick 2 to 4 ETFs.
We don’t have holdings for LOUP. 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.
21
institutions report holding both, of 127 holding any
RONB22.8% of its 13F dollars, 23.6% of its 89 holders
LOUP39.2% of its 13F dollars, 35.6% of its 59 holders
Largest institutions holding both
| Firm | RONB | LOUP |
|---|---|---|
| Royal Bank of Canada | $2.3M | $25.8M |
| LPL Financial LLC | $3.1M | $16.3M |
| UBS Group AG | $6.9M | $87K |
| Susquehanna International Group, LLP | $4.7M | $1.3M |
| Osaic Holdings, Inc. | $3.5M | $698K |
| HighTower Advisors, LLC | $447K | $3.7M |
| Stifel Financial Corp. | $3.0M | $870K |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $670K |
| Commonwealth Equity Services, LLC | $1.7M | $1.4M |
| Jane Street Group, LLC | $506K | $737K |
| Mariner, LLC | $426K | $701K |
| Fifth Third Bancorp | $350K | $296K |
| Capital Investment Advisory Services, LLC | $488K | $147K |
| Farther Finance Advisors, LLC | $220K | $5K |
| Morgan Stanley | $37K | $158K |
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: RONB institutional holders, LOUP institutional holders.
Frequently asked questions
Do institutions hold both RONB and LOUP?
21 Form 13F filers report positions in both, out of 127 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%.