PALL vs MSTB overlap
11 institutions report holding both PALL and MSTB.
PALLMSTB
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.
11
institutions report holding both, of 128 holding any
PALL17.8% of its 13F dollars, 9.8% of its 112 holders
MSTB23.5% of its 13F dollars, 40.7% of its 27 holders
Largest institutions holding both
| Firm | PALL | MSTB |
|---|---|---|
| Cetera Investment Advisers | $897K | $19.3M |
| Morgan Stanley | $9.0M | $55 |
| Envestnet Asset Management Inc. | $353K | $4.7M |
| Bank of America Corp. | $4.6M | $365K |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $580K |
| HighTower Advisors, LLC | $238K | $2.3M |
| Wells Fargo & Company | $2.3M | $10K |
| Mutual Advisors, LLC | $394K | $885K |
| Jane Street Group, LLC | $619K | $215K |
| AlphaCore Capital LLC | $209K | $384K |
| AE Wealth Management LLC | $303K | $49K |
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, MSTB institutional holders.
Frequently asked questions
Do institutions hold both PALL and MSTB?
11 Form 13F filers report positions in both, out of 128 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%.