SDS vs LITX overlap
10 institutions report holding both SDS and LITX.
SDSLITX
Pick 2 to 4 ETFs.
We don’t have holdings for LITX. 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.
10
institutions report holding both, of 57 holding any
SDS41.2% of its 13F dollars, 20.4% of its 49 holders
LITX42.5% of its 13F dollars, 55.6% of its 18 holders
Largest institutions holding both
| Firm | SDS | LITX |
|---|---|---|
| UBS Group AG | $1.3M | $8.6M |
| Jump Financial, LLC | $7.3M | $478K |
| Susquehanna International Group, LLP | $1.9M | $4.3M |
| IMC-Chicago, LLC | $3.9M | $973K |
| Morgan Stanley | $379K | $3.0M |
| Two Sigma Securities, LLC | $1.9M | $461K |
| HRT Financial LP | $1.1M | $825K |
| StoneX Group Inc. | $423K | $497K |
| Simplex Trading, LLC | $581K | $266K |
| XTX Topco Ltd | $327K | $358K |
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: SDS institutional holders, LITX institutional holders.
Frequently asked questions
Do institutions hold both SDS and LITX?
10 Form 13F filers report positions in both, out of 57 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%.