SEPI vs LOUP overlap
5 institutions report holding both SEPI and LOUP.
SEPILOUP
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.
5
institutions report holding both, of 75 holding any
SEPI24.2% of its 13F dollars, 23.8% of its 21 holders
LOUP31.5% of its 13F dollars, 8.5% of its 59 holders
Largest institutions holding both
| Firm | SEPI | LOUP |
|---|---|---|
| LPL Financial LLC | $13.2M | $16.3M |
| Royal Bank of Canada | $2.5M | $25.8M |
| Raymond James Financial Inc. | $16.6M | $341K |
| Harbour Investments, Inc. | $2K | $14K |
| DHJJ Financial Advisors, Ltd. | $446 | $986 |
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: SEPI institutional holders, LOUP institutional holders.
Frequently asked questions
Do institutions hold both SEPI and LOUP?
5 Form 13F filers report positions in both, out of 75 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%.