PIT vs IEO overlap
7 institutions report holding both PIT and IEO.
PITIEO
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.
7
institutions report holding both, of 174 holding any
PIT1.6% of its 13F dollars, 35.0% of its 20 holders
IEO7.8% of its 13F dollars, 4.3% of its 161 holders
Largest institutions holding both
| Firm | PIT | IEO |
|---|---|---|
| Susquehanna International Group, LLP | $1.3M | $4.3M |
| Citadel Advisors LLC | $232K | $4.8M |
| UBS Group AG | $459K | $4.3M |
| Flow Traders U.S. LLC | $492K | $1.9M |
| Jane Street Group, LLC | $1.2M | $583K |
| Osaic Holdings, Inc. | $162K | $1.4M |
| Compass Financial Management LLC | $119K | $84K |
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, IEO institutional holders.
Frequently asked questions
Do institutions hold both PIT and IEO?
7 Form 13F filers report positions in both, out of 174 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%.