PLTZ vs KLAG overlap
3 institutions report holding both PLTZ and KLAG.
PLTZKLAG
Pick 2 to 4 ETFs.
We don’t have holdings for KLAG. 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.
3
institutions report holding both, of 10 holding any
PLTZ29.1% of its 13F dollars, 33.3% of its 9 holders
KLAG99.2% of its 13F dollars, 75.0% of its 4 holders
Largest institutions holding both
| Firm | PLTZ | KLAG |
|---|---|---|
| Optiver Holding B.V. | $347K | $1.5M |
| Hollencrest Capital Management | $75K | $378 |
| IFP Advisors, Inc | $615 | $2K |
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: PLTZ institutional holders, KLAG institutional holders.
Frequently asked questions
Do institutions hold both PLTZ and KLAG?
3 Form 13F filers report positions in both, out of 10 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%.