TFJL vs LOCT overlap
4 institutions report holding both TFJL and LOCT.
TFJLLOCT
Pick 2 to 4 ETFs.
We don’t have holdings for TFJL, LOCT. 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.
4
institutions report holding both, of 21 holding any
TFJL59.6% of its 13F dollars, 36.4% of its 11 holders
LOCT31.5% of its 13F dollars, 28.6% of its 14 holders
Largest institutions holding both
| Firm | TFJL | LOCT |
|---|---|---|
| Susquehanna International Group, LLP | $2.1M | $1.3M |
| Old Mission Capital LLC | $713K | $270K |
| UBS Group AG | $48K | $9K |
| CoreCap Advisors, LLC | $22K | $10K |
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: TFJL institutional holders, LOCT institutional holders.
Frequently asked questions
Do institutions hold both TFJL and LOCT?
4 Form 13F filers report positions in both, out of 21 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%.