PALL vs ACYS overlap
15 institutions report holding both PALL and ACYS.
PALLACYS
Pick 2 to 4 ETFs.
We don’t have holdings for PALL. 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.
15
institutions report holding both, of 162 holding any
PALL6.0% of its 13F dollars, 13.4% of its 112 holders
ACYS29.9% of its 13F dollars, 23.1% of its 65 holders
Largest institutions holding both
| Firm | PALL | ACYS |
|---|---|---|
| Commonwealth Equity Services, LLC | $831K | $16.2M |
| Harbour Investments, Inc. | $65K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $1.7M |
| Jane Street Group, LLC | $619K | $2.8M |
| Ameritas Advisory Services, LLC | $500K | $2.4M |
| Mutual Advisors, LLC | $394K | $2.0M |
| AE Wealth Management LLC | $303K | $1.7M |
| NewEdge Advisors, LLC | $251K | $1.8M |
| Cetera Investment Advisers | $897K | $590K |
| Royal Bank of Canada | $807K | $183K |
| Arax Advisory Partners | $386 | $534K |
| Triumph Capital Management | $331 | $470K |
| Keating Financial Advisory Services, Inc. | $12K | $347K |
| Creative Financial Designs Inc. | $162K | $6K |
| Integrated Wealth Concepts LLC | $57K | $41K |
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: PALL institutional holders, ACYS institutional holders.
Frequently asked questions
Do institutions hold both PALL and ACYS?
15 Form 13F filers report positions in both, out of 162 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%.