PALL vs KBWP overlap
24 institutions report holding both PALL and KBWP.
PALLKBWP
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.
24
institutions report holding both, of 147 holding any
PALL41.9% of its 13F dollars, 21.4% of its 112 holders
KBWP50.5% of its 13F dollars, 40.7% of its 59 holders
Largest institutions holding both
| Firm | PALL | KBWP |
|---|---|---|
| LPL Financial LLC | $5.5M | $21.6M |
| Morgan Stanley | $9.0M | $3.1M |
| Mutual Advisors, LLC | $394K | $11.5M |
| Citadel Advisors LLC | $7.2M | $1.0M |
| Raymond James Financial Inc. | $5.8M | $1.3M |
| Bank of America Corp. | $4.6M | $2.0M |
| Goldman Sachs Group Inc. | $1.1M | $5.5M |
| Cetera Investment Advisers | $897K | $4.6M |
| UBS Group AG | $3.9M | $115K |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $1.3M |
| Susquehanna International Group, LLP | $1.7M | $1.1M |
| Royal Bank of Canada | $807K | $1.6M |
| Wells Fargo & Company | $2.3M | $8K |
| Envestnet Asset Management Inc. | $353K | $1.8M |
| Ameriprise Financial Inc. | $1.5M | $290K |
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, KBWP institutional holders.
Frequently asked questions
Do institutions hold both PALL and KBWP?
24 Form 13F filers report positions in both, out of 147 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%.