PLTA vs ADBU overlap
2 institutions report holding both PLTA and ADBU.
PLTAADBU
Pick 2 to 4 ETFs.
We don’t have holdings for PLTA. 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 4 holding any
PLTA99.9% of its 13F dollars, 66.7% of its 3 holders
ADBU60.6% of its 13F dollars, 66.7% of its 3 holders
Largest institutions holding both
| Firm | PLTA | ADBU |
|---|---|---|
| Optiver Holding B.V. | $341K | $256K |
| Goldman Sachs Group Inc. | $338K | $168K |
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: PLTA institutional holders, ADBU institutional holders.
Frequently asked questions
Do institutions hold both PLTA and ADBU?
2 Form 13F filers report positions in both, out of 4 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%.