PIT vs GDE overlap
4 institutions report holding both PIT and GDE.
PITGDE
Pick 2 to 4 ETFs.
We don’t have holdings for PIT. 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.
4
institutions report holding both, of 88 holding any
PIT0.8% of its 13F dollars, 20.0% of its 20 holders
GDE2.7% of its 13F dollars, 5.6% of its 72 holders
Largest institutions holding both
| Firm | PIT | GDE |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $3.5M |
| Osaic Holdings, Inc. | $162K | $2.4M |
| UBS Group AG | $459K | $482K |
| Simplex Trading, LLC | $66 | $24K |
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: PIT institutional holders, GDE institutional holders.
Frequently asked questions
Do institutions hold both PIT and GDE?
4 Form 13F filers report positions in both, out of 88 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%.