RBLD vs PLTM overlap
11 institutions report holding both RBLD and PLTM.
RBLDPLTM
Pick 2 to 4 ETFs.
We don’t have holdings for PLTM. 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.
11
institutions report holding both, of 63 holding any
RBLD27.3% of its 13F dollars, 42.3% of its 26 holders
PLTM45.8% of its 13F dollars, 22.9% of its 48 holders
Largest institutions holding both
| Firm | RBLD | PLTM |
|---|---|---|
| LPL Financial LLC | $2.3M | $4.3M |
| Raymond James Financial Inc. | $389K | $2.7M |
| Cambridge Investment Research Advisors, Inc. | $550K | $2.3M |
| Royal Bank of Canada | $2.8M | $37K |
| Kestra Private Wealth Services, LLC | $315K | $1.2M |
| Susquehanna International Group, LLP | $514K | $600K |
| Osaic Holdings, Inc. | $64K | $895K |
| Jane Street Group, LLC | $208K | $448K |
| Morgan Stanley | $289K | $8K |
| Global Retirement Partners, LLC | $5K | $39K |
| JPMorgan Chase & Co | $23 | $288 |
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: RBLD institutional holders, PLTM institutional holders.
Frequently asked questions
Do institutions hold both RBLD and PLTM?
11 Form 13F filers report positions in both, out of 63 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%.