PLTY vs FEPI overlap
10 institutions report holding both PLTY and FEPI.
PLTYFEPI
Pick 2 to 4 ETFs.
We don’t have holdings for PLTY. 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.
10
institutions report holding both, of 70 holding any
PLTY12.5% of its 13F dollars, 38.5% of its 26 holders
FEPI7.0% of its 13F dollars, 18.5% of its 54 holders
Largest institutions holding both
| Firm | PLTY | FEPI |
|---|---|---|
| Susquehanna International Group, LLP | $1.9M | $564K |
| Jane Street Group, LLC | $1.5M | $670K |
| Steward Partners Investment Advisory, LLC | $9K | $984K |
| UBS Group AG | $815K | $97K |
| CoreCap Advisors, LLC | $22K | $233K |
| Morgan Stanley | $126K | $69K |
| Osaic Holdings, Inc. | $50K | $52K |
| AE Wealth Management LLC | $7K | $9K |
| JPMorgan Chase & Co | $9K | $508 |
| Wells Fargo & Company | $109 | $302 |
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: PLTY institutional holders, FEPI institutional holders.
Frequently asked questions
Do institutions hold both PLTY and FEPI?
10 Form 13F filers report positions in both, out of 70 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%.