PALL vs OMAH overlap
26 institutions report holding both PALL and OMAH.
PALLOMAH
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.
26
institutions report holding both, of 176 holding any
PALL47.7% of its 13F dollars, 23.2% of its 112 holders
OMAH26.0% of its 13F dollars, 28.9% of its 90 holders
Largest institutions holding both
| Firm | PALL | OMAH |
|---|---|---|
| LPL Financial LLC | $5.5M | $11.3M |
| BNP Paribas Financial Markets | $15.9M | $738 |
| Morgan Stanley | $9.0M | $106 |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $5.6M |
| Raymond James Financial Inc. | $5.8M | $686K |
| Kestra Private Wealth Services, LLC | $4.7M | $1.6M |
| UBS Group AG | $3.9M | $99K |
| Susquehanna International Group, LLP | $1.7M | $1.2M |
| Royal Bank of Canada | $807K | $2.0M |
| Wells Fargo & Company | $2.3M | $1K |
| Larson Financial Group LLC | $11K | $2.2M |
| Commonwealth Equity Services, LLC | $831K | $1.3M |
| Janney Montgomery Scott LLC | $694K | $1.2M |
| Mutual Advisors, LLC | $394K | $1.4M |
| JPMorgan Chase & Co | $1.4M | $850 |
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, OMAH institutional holders.
Frequently asked questions
Do institutions hold both PALL and OMAH?
26 Form 13F filers report positions in both, out of 176 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%.