PCPI vs NODE overlap
1 institutions report holding both PCPI and NODE.
PCPINODE
Pick 2 to 4 ETFs.
We don’t have holdings for PCPI. 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.
1
institutions report holding both, of 26 holding any
PCPI76.2% of its 13F dollars, 33.3% of its 3 holders
NODE2.2% of its 13F dollars, 4.2% of its 24 holders
Largest institutions holding both
| Firm | PCPI | NODE |
|---|---|---|
| HighTower Advisors, LLC | $31.3M | $917K |
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: PCPI institutional holders, NODE institutional holders.
Frequently asked questions
Do institutions hold both PCPI and NODE?
1 Form 13F filers report positions in both, out of 26 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%.