TOS vs LIAM overlap
0 institutions report holding both TOS and LIAM.
TOSLIAM
Pick 2 to 4 ETFs.
We don’t have holdings for LIAM. 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.
0
institutions report holding both, of 5 holding any
TOS0.0% of its 13F dollars, 0.0% of its 1 holders
LIAM0.0% of its 13F dollars, 0.0% of its 4 holders
Largest institutions holding both
No 13F filer reports holding both.
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: TOS institutional holders, LIAM institutional holders.
Frequently asked questions
Do institutions hold both TOS and LIAM?
0 Form 13F filers report positions in both, out of 5 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%.