PDP vs CTA overlap
PDP and CTA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PDP, SEC Form N-PORT, July 31, 2026; CTA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PDP | CTA |
|---|---|---|
| Bank of America Corp. | $51.7M | $134.1M |
| Morgan Stanley | $135.2M | $5.8M |
| Raymond James Financial Inc. | $100.8M | $10.6M |
| Wealth Enhancement Advisory Services, LLC | $11.0M | $75.4M |
| LPL Financial LLC | $43.0M | $38.3M |
| Wells Fargo & Company | $60.3M | $7.3M |
| Commonwealth Equity Services, LLC | $56.1M | $879K |
| Citigroup Inc. | $478K | $55.0M |
| Royal Bank of Canada | $45.4M | $3.3M |
| UBS Group AG | $27.2M | $20.9M |
| Stifel Financial Corp. | $37.5M | $4.3M |
| Envestnet Asset Management Inc. | $10.0M | $30.1M |
| Cambridge Investment Research Advisors, Inc. | $15.0M | $19.7M |
| Summit Financial, LLC | $31.4M | $930K |
| AE Wealth Management LLC | $1.5M | $26.0M |
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, CTA institutional holders.
Frequently asked questions
How much do PDP and CTA overlap?
0.0% by weight, with 0 holdings in common, using holdings for PDP as of July 31, 2026 and CTA as of June 30, 2026.
Do institutions hold both PDP and CTA?
68 Form 13F filers report positions in both, out of 406 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%.