TYA vs LOTI overlap
1 institutions report holding both TYA and LOTI.
TYALOTI
Pick 2 to 4 ETFs.
We don’t have holdings for LOTI. 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 39 holding any
TYA0.3% of its 13F dollars, 2.9% of its 35 holders
LOTI0.1% of its 13F dollars, 20.0% of its 5 holders
Largest institutions holding both
| Firm | TYA | LOTI |
|---|---|---|
| Osaic Holdings, Inc. | $149K | $20K |
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: TYA institutional holders, LOTI institutional holders.
Frequently asked questions
Do institutions hold both TYA and LOTI?
1 Form 13F filers report positions in both, out of 39 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%.