PLTM vs PEPS overlap
2 institutions report holding both PLTM and PEPS.
PLTMPEPS
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 48 holding any
PLTM2.2% of its 13F dollars, 4.2% of its 48 holders
PEPS100.0% of its 13F dollars, 100.0% of its 2 holders
Largest institutions holding both
| Firm | PLTM | PEPS |
|---|---|---|
| Morgan Stanley | $8K | $25.5M |
| Susquehanna International Group, LLP | $600K | $1.5M |
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, PEPS institutional holders.
Frequently asked questions
Do institutions hold both PLTM and PEPS?
2 Form 13F filers report positions in both, out of 48 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%.