PPLT vs BRNY overlap
5 institutions report holding both PPLT and BRNY.
PPLTBRNY
Pick 2 to 4 ETFs.
We don’t have holdings for PPLT. 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.
5
institutions report holding both, of 247 holding any
PPLT1.4% of its 13F dollars, 2.1% of its 236 holders
BRNY0.9% of its 13F dollars, 31.3% of its 16 holders
Largest institutions holding both
| Firm | PPLT | BRNY |
|---|---|---|
| Susquehanna International Group, LLP | $4.9M | $404K |
| Osaic Holdings, Inc. | $1.1M | $3.5M |
| Creative Financial Designs Inc. | $226K | $53K |
| Larson Financial Group LLC | $12K | $93K |
| Regatta Research & Money Management | $11K | $81K |
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: PPLT institutional holders, BRNY institutional holders.
Frequently asked questions
Do institutions hold both PPLT and BRNY?
5 Form 13F filers report positions in both, out of 247 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%.