PDP vs CBOX overlap
2 institutions report holding both PDP and CBOX.
PDPCBOX
Pick 2 to 4 ETFs.
We don’t have holdings for CBOX. 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 225 holding any
PDP1.0% of its 13F dollars, 0.9% of its 223 holders
CBOX0.2% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | PDP | CBOX |
|---|---|---|
| &Partners | $9.0M | $401K |
| Susquehanna International Group, LLP | $1.1M | $1.7M |
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: PDP institutional holders, CBOX institutional holders.
Frequently asked questions
Do institutions hold both PDP and CBOX?
2 Form 13F filers report positions in both, out of 225 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%.