SOYB vs LCOW overlap
2 institutions report holding both SOYB and LCOW.
SOYBLCOW
Pick 2 to 4 ETFs.
We don’t have holdings for SOYB. 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.
2
institutions report holding both, of 22 holding any
SOYB14.2% of its 13F dollars, 16.7% of its 12 holders
LCOW4.4% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | SOYB | LCOW |
|---|---|---|
| Susquehanna International Group, LLP | $1.5M | $425K |
| Morgan Stanley | $22K | $37K |
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: SOYB institutional holders, LCOW institutional holders.
Frequently asked questions
Do institutions hold both SOYB and LCOW?
2 Form 13F filers report positions in both, out of 22 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%.