LRGG vs BCPL overlap
6 institutions report holding both LRGG and BCPL.
LRGGBCPL
Pick 2 to 4 ETFs.
We don’t have holdings for BCPL. 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.
6
institutions report holding both, of 37 holding any
LRGG53.6% of its 13F dollars, 26.1% of its 23 holders
BCPL1.2% of its 13F dollars, 30.0% of its 20 holders
Largest institutions holding both
| Firm | LRGG | BCPL |
|---|---|---|
| LPL Financial LLC | $143.6M | $2.5M |
| Integrated Wealth Concepts LLC | $4.7M | $91K |
| Citadel Advisors LLC | $703K | $283K |
| Jane Street Group, LLC | $253K | $212K |
| Morgan Stanley | $25K | $219K |
| JPMorgan Chase & Co | $10K | $210K |
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: LRGG institutional holders, BCPL institutional holders.
Frequently asked questions
Do institutions hold both LRGG and BCPL?
6 Form 13F filers report positions in both, out of 37 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%.