PIT vs NBCM overlap
2 institutions report holding both PIT and NBCM.
PITNBCM
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.
2
institutions report holding both, of 47 holding any
PIT0.1% of its 13F dollars, 10.0% of its 20 holders
NBCM0.4% of its 13F dollars, 6.9% of its 29 holders
Largest institutions holding both
| Firm | PIT | NBCM |
|---|---|---|
| Osaic Holdings, Inc. | $162K | $797K |
| Advisors Preferred, LLC | $111K | $336K |
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, NBCM institutional holders.
Frequently asked questions
Do institutions hold both PIT and NBCM?
2 Form 13F filers report positions in both, out of 47 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%.