PAYH vs GHTA overlap
2 institutions report holding both PAYH and GHTA.
PAYHGHTA
Pick 2 to 4 ETFs.
We don’t have holdings for PAYH. 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.
2
institutions report holding both, of 27 holding any
PAYH38.1% of its 13F dollars, 10.0% of its 20 holders
GHTA0.0% of its 13F dollars, 22.2% of its 9 holders
Largest institutions holding both
| Firm | PAYH | GHTA |
|---|---|---|
| AE Wealth Management LLC | $5.8M | $184 |
| JPMorgan Chase & Co | $139K | $2K |
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: PAYH institutional holders, GHTA institutional holders.
Frequently asked questions
Do institutions hold both PAYH and GHTA?
2 Form 13F filers report positions in both, out of 27 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%.