UPAL vs LFGY overlap
0 institutions report holding both UPAL and LFGY.
UPALLFGY
Pick 2 to 4 ETFs.
We don’t have holdings for UPAL. 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 10 holding any
UPAL0.0% of its 13F dollars, 0.0% of its 1 holders
LFGY0.0% of its 13F dollars, 0.0% of its 9 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: UPAL institutional holders, LFGY institutional holders.
Frequently asked questions
Do institutions hold both UPAL and LFGY?
0 Form 13F filers report positions in both, out of 10 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%.