VXX vs LRND overlap
3 institutions report holding both VXX and LRND.
VXXLRND
Pick 2 to 4 ETFs.
We don’t have holdings for VXX. 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.
3
institutions report holding both, of 74 holding any
VXX14.3% of its 13F dollars, 4.2% of its 71 holders
LRND0.1% of its 13F dollars, 50.0% of its 6 holders
Largest institutions holding both
| Firm | VXX | LRND |
|---|---|---|
| UBS Group AG | $26.8M | $14K |
| Susquehanna International Group, LLP | $25.3M | $515K |
| Morgan Stanley | $1.9M | $54 |
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: VXX institutional holders, LRND institutional holders.
Frequently asked questions
Do institutions hold both VXX and LRND?
3 Form 13F filers report positions in both, out of 74 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%.