PTH vs AMZA overlap
PTH and AMZA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PTH, SEC Form N-PORT, July 31, 2026; AMZA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTH | AMZA |
|---|---|---|
| Morgan Stanley | $8.2M | $52K |
| Cambridge Investment Research Advisors, Inc. | $6.0M | $2.0M |
| LPL Financial LLC | $4.6M | $3.3M |
| Susquehanna International Group, LLP | $616K | $6.3M |
| Royal Bank of Canada | $4.2M | $75K |
| Global Retirement Partners, LLC | $43K | $3.8M |
| Raymond James Financial Inc. | $1.6M | $1.7M |
| NewEdge Advisors, LLC | $40K | $2.7M |
| Wells Fargo & Company | $2.4M | $75 |
| Commonwealth Equity Services, LLC | $982K | $894K |
| Osaic Holdings, Inc. | $400K | $1.2M |
| UBS Group AG | $1.4M | $4K |
| Envestnet Asset Management Inc. | $515K | $392K |
| MML Investors Services, LLC | $353K | $354K |
| Steward Partners Investment Advisory, LLC | $639K | $5K |
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: PTH institutional holders, AMZA institutional holders.
Frequently asked questions
How much do PTH and AMZA overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTH as of July 31, 2026 and AMZA as of July 31, 2026.
Do institutions hold both PTH and AMZA?
22 Form 13F filers report positions in both, out of 111 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%.