PIT vs IEZ overlap
10 institutions report holding both PIT and IEZ.
PITIEZ
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.
10
institutions report holding both, of 103 holding any
PIT1.7% of its 13F dollars, 50.0% of its 20 holders
IEZ4.1% of its 13F dollars, 10.8% of its 93 holders
Largest institutions holding both
| Firm | PIT | IEZ |
|---|---|---|
| UBS Group AG | $459K | $3.5M |
| Susquehanna International Group, LLP | $1.3M | $1.2M |
| Apollon Wealth Management, LLC | $491K | $1.4M |
| HRT Financial LP | $431K | $1.3M |
| Flow Traders U.S. LLC | $492K | $1.1M |
| Main Street Financial Solutions, LLC | $473K | $932K |
| Citadel Advisors LLC | $232K | $358K |
| Advisors Preferred, LLC | $111K | $333K |
| Osaic Holdings, Inc. | $162K | $265K |
| Simplex Trading, LLC | $66 | $10K |
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, IEZ institutional holders.
Frequently asked questions
Do institutions hold both PIT and IEZ?
10 Form 13F filers report positions in both, out of 103 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%.