PPLT vs HYBL overlap
34 institutions report holding both PPLT and HYBL.
PPLTHYBL
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.
34
institutions report holding both, of 299 holding any
PPLT34.1% of its 13F dollars, 14.4% of its 236 holders
HYBL56.1% of its 13F dollars, 35.0% of its 97 holders
Largest institutions holding both
| Firm | PPLT | HYBL |
|---|---|---|
| Morgan Stanley | $34.5M | $34.6M |
| UBS Group AG | $29.1M | $28.6M |
| Raymond James Financial Inc. | $9.6M | $41.1M |
| LPL Financial LLC | $15.2M | $28.8M |
| Concord Wealth Partners | $23K | $35.3M |
| Wells Fargo & Company | $9.7M | $16.6M |
| Bank of America Corp. | $9.0M | $17.1M |
| Royal Bank of Canada | $12.0M | $4.8M |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $11.9M |
| Jane Street Group, LLC | $7.0M | $5.1M |
| Equitable Holdings, Inc. | $297K | $7.4M |
| Rockefeller Capital Management L.P. | $5.2M | $273K |
| Farther Finance Advisors, LLC | $219K | $5.0M |
| Stifel Financial Corp. | $3.9M | $1.2M |
| Osaic Holdings, Inc. | $1.1M | $3.3M |
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, HYBL institutional holders.
Frequently asked questions
Do institutions hold both PPLT and HYBL?
34 Form 13F filers report positions in both, out of 299 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%.