PALL vs BRHY overlap
11 institutions report holding both PALL and BRHY.
PALLBRHY
Pick 2 to 4 ETFs.
We don’t have holdings for PALL, BRHY. 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.
11
institutions report holding both, of 123 holding any
PALL18.9% of its 13F dollars, 9.8% of its 112 holders
BRHY48.0% of its 13F dollars, 50.0% of its 22 holders
Largest institutions holding both
| Firm | PALL | BRHY |
|---|---|---|
| BlackRock, Inc. | $26K | $51.1M |
| Morgan Stanley | $9.0M | $10K |
| Citadel Advisors LLC | $7.2M | $205K |
| Jane Street Group, LLC | $619K | $2.3M |
| Wells Fargo & Company | $2.3M | $37 |
| Steward Partners Investment Advisory, LLC | $97K | $2.0M |
| JPMorgan Chase & Co | $1.4M | $189K |
| Commonwealth Equity Services, LLC | $831K | $386K |
| Osaic Holdings, Inc. | $799K | $26K |
| National Bank of Canada | $310K | $10K |
| Larson Financial Group LLC | $11K | $11K |
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, BRHY institutional holders.
Frequently asked questions
Do institutions hold both PALL and BRHY?
11 Form 13F filers report positions in both, out of 123 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%.