LTPZ vs BYLD overlap
LTPZ and BYLD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: LTPZ, SEC Form N-PORT, June 30, 2026; BYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | LTPZ | BYLD |
|---|---|---|
| LPL Financial LLC | $4.7M | $26.8M |
| Morgan Stanley | $24.1M | $10K |
| Wells Fargo & Company | $22.3M | $45K |
| Osaic Holdings, Inc. | $6.5M | $9.6M |
| Bank of America Corp. | $1.4M | $10.3M |
| Envestnet Asset Management Inc. | $1.7M | $8.5M |
| Cetera Investment Advisers | $437K | $7.3M |
| Citadel Advisors LLC | $2.0M | $1.4M |
| Mutual Advisors, LLC | $228K | $1.6M |
| Rockefeller Capital Management L.P. | $1.2M | $400K |
| Dynamic Advisor Solutions LLC | $933K | $294K |
| Royal Bank of Canada | $214K | $154K |
| Steward Partners Investment Advisory, LLC | $238K | $3K |
| Integrated Wealth Concepts LLC | $138K | $95K |
| Jones Financial Companies LLLP | $211K | $12K |
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: LTPZ institutional holders, BYLD institutional holders.
Frequently asked questions
How much do LTPZ and BYLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for LTPZ as of June 30, 2026 and BYLD as of July 31, 2026.
Do institutions hold both LTPZ and BYLD?
20 Form 13F filers report positions in both, out of 158 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%.