PLTM vs GTPE overlap
2 institutions report holding both PLTM and GTPE.
PLTMGTPE
Pick 2 to 4 ETFs.
We don’t have holdings for PLTM. 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 53 holding any
PLTM4.2% of its 13F dollars, 4.2% of its 48 holders
GTPE18.3% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | PLTM | GTPE |
|---|---|---|
| Bank of America Corp. | $544K | $4.3M |
| Susquehanna International Group, LLP | $600K | $704K |
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, GTPE institutional holders.
Frequently asked questions
Do institutions hold both PLTM and GTPE?
2 Form 13F filers report positions in both, out of 53 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%.