PLTM vs FDRS overlap
1 institutions report holding both PLTM and FDRS.
PLTMFDRS
Pick 2 to 4 ETFs.
We don’t have holdings for PLTM, FDRS. 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.
1
institutions report holding both, of 50 holding any
PLTM1.6% of its 13F dollars, 2.1% of its 48 holders
FDRS1.6% of its 13F dollars, 33.3% of its 3 holders
Largest institutions holding both
| Firm | PLTM | FDRS |
|---|---|---|
| Jane Street Group, LLC | $448K | $450K |
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: PLTM institutional holders, FDRS institutional holders.
Frequently asked questions
Do institutions hold both PLTM and FDRS?
1 Form 13F filers report positions in both, out of 50 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%.