TAPR vs LJUL overlap
6 institutions report holding both TAPR and LJUL.
TAPRLJUL
Pick 2 to 4 ETFs.
We don’t have holdings for TAPR, LJUL. 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.
6
institutions report holding both, of 22 holding any
TAPR27.8% of its 13F dollars, 42.9% of its 14 holders
LJUL25.5% of its 13F dollars, 42.9% of its 14 holders
Largest institutions holding both
| Firm | TAPR | LJUL |
|---|---|---|
| Susquehanna International Group, LLP | $708K | $579K |
| Old Mission Capital LLC | $336K | $599K |
| KFG Wealth Management, LLC | $425K | $322K |
| Cetera Investment Advisers | $450K | $279K |
| IFP Advisors, Inc | $42K | $13K |
| Barclays PLC | $48K | $762 |
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: TAPR institutional holders, LJUL institutional holders.
Frequently asked questions
Do institutions hold both TAPR and LJUL?
6 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%.