PPLT vs KSA overlap
36 institutions report holding both PPLT and KSA.
PPLTKSA
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.
36
institutions report holding both, of 301 holding any
PPLT35.1% of its 13F dollars, 15.3% of its 236 holders
KSA39.6% of its 13F dollars, 35.6% of its 101 holders
Largest institutions holding both
| Firm | PPLT | KSA |
|---|---|---|
| BlackRock, Inc. | $43K | $69.2M |
| FMR LLC | $41K | $45.5M |
| Morgan Stanley | $34.5M | $7.7M |
| UBS Group AG | $29.1M | $10.9M |
| Bank of America Corp. | $9.0M | $13.9M |
| Goldman Sachs Group Inc. | $8.2M | $10.4M |
| BNP Paribas Financial Markets | $14.2M | $209K |
| Royal Bank of Canada | $12.0M | $1.2M |
| JPMorgan Chase & Co | $7.0M | $6.0M |
| Raymond James Financial Inc. | $9.6M | $1.1M |
| Wells Fargo & Company | $9.7M | $35 |
| Cambridge Investment Research Advisors, Inc. | $1.8M | $3.7M |
| SG Americas Securities, LLC | $5.0M | $109K |
| Fifth Third Bancorp | $84K | $4.6M |
| Stifel Financial Corp. | $3.9M | $490K |
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, KSA institutional holders.
Frequently asked questions
Do institutions hold both PPLT and KSA?
36 Form 13F filers report positions in both, out of 301 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%.