UGA vs LQDI overlap
8 institutions report holding both UGA and LQDI.
UGALQDI
Pick 2 to 4 ETFs.
We don’t have holdings for UGA. 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.
8
institutions report holding both, of 57 holding any
UGA43.5% of its 13F dollars, 18.6% of its 43 holders
LQDI50.4% of its 13F dollars, 36.4% of its 22 holders
Largest institutions holding both
| Firm | UGA | LQDI |
|---|---|---|
| Envestnet Asset Management Inc. | $1.2M | $9.4M |
| Cambridge Investment Research Advisors, Inc. | $7.0M | $2.7M |
| LPL Financial LLC | $250K | $8.6M |
| Susquehanna International Group, LLP | $6.0M | $251K |
| Cetera Investment Advisers | $1.8M | $3.1M |
| Jane Street Group, LLC | $2.8M | $472K |
| Osaic Holdings, Inc. | $2.0M | $159K |
| Wells Fargo & Company | $61K | $3 |
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: UGA institutional holders, LQDI institutional holders.
Frequently asked questions
Do institutions hold both UGA and LQDI?
8 Form 13F filers report positions in both, out of 57 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%.