PDN vs LCTD overlap
34 institutions report holding both PDN and LCTD.
PDNLCTD
Pick 2 to 4 ETFs.
We don’t have holdings for LCTD. 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.
34
institutions report holding both, of 173 holding any
PDN16.3% of its 13F dollars, 34.0% of its 100 holders
LCTD48.2% of its 13F dollars, 31.8% of its 107 holders
Largest institutions holding both
| Firm | PDN | LCTD |
|---|---|---|
| JPMorgan Chase & Co | $84K | $55.9M |
| LPL Financial LLC | $1.3M | $14.8M |
| HighTower Advisors, LLC | $8.3M | $389K |
| Susquehanna International Group, LLP | $4.5M | $537K |
| Cetera Investment Advisers | $669K | $3.3M |
| Goldman Sachs Group Inc. | $1.6M | $1.8M |
| Morgan Stanley | $3.2M | $10K |
| Royal Bank of Canada | $1.0M | $2.0M |
| Flow Traders U.S. LLC | $684K | $2.2M |
| Raymond James Financial Inc. | $484K | $1.7M |
| Jane Street Group, LLC | $1.2M | $285K |
| Commonwealth Equity Services, LLC | $782K | $611K |
| Wells Fargo & Company | $1.4M | $6K |
| Osaic Holdings, Inc. | $158K | $740K |
| Jones Financial Companies LLLP | $775K | $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: PDN institutional holders, LCTD institutional holders.
Frequently asked questions
Do institutions hold both PDN and LCTD?
34 Form 13F filers report positions in both, out of 173 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%.