SPDV vs LSCP overlap
1 institutions report holding both SPDV and LSCP.
SPDVLSCP
Pick 2 to 4 ETFs.
We don’t have holdings for LSCP. 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.
1
institutions report holding both, of 41 holding any
SPDV0.7% of its 13F dollars, 2.5% of its 40 holders
LSCP2.8% of its 13F dollars, 50.0% of its 2 holders
Largest institutions holding both
| Firm | SPDV | LSCP |
|---|---|---|
| Citadel Advisors LLC | $375K | $1.4M |
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: SPDV institutional holders, LSCP institutional holders.
Frequently asked questions
Do institutions hold both SPDV and LSCP?
1 Form 13F filers report positions in both, out of 41 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%.