SVXY vs LSAT overlap
3 institutions report holding both SVXY and LSAT.
SVXYLSAT
Pick 2 to 4 ETFs.
We don’t have holdings for SVXY, LSAT. 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.
3
institutions report holding both, of 40 holding any
SVXY22.9% of its 13F dollars, 13.6% of its 22 holders
LSAT0.5% of its 13F dollars, 14.3% of its 21 holders
Largest institutions holding both
| Firm | SVXY | LSAT |
|---|---|---|
| Susquehanna International Group, LLP | $12.6M | $246K |
| JPMorgan Chase & Co | $100K | $18K |
| Spire Wealth Management | $17K | $29K |
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: SVXY institutional holders, LSAT institutional holders.
Frequently asked questions
Do institutions hold both SVXY and LSAT?
3 Form 13F filers report positions in both, out of 40 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%.