SOXY vs PLTD overlap
4 institutions report holding both SOXY and PLTD.
SOXYPLTD
Pick 2 to 4 ETFs.
We don’t have holdings for PLTD. 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.
4
institutions report holding both, of 26 holding any
SOXY10.6% of its 13F dollars, 33.3% of its 12 holders
PLTD5.1% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | SOXY | PLTD |
|---|---|---|
| Jane Street Group, LLC | $1.1M | $874K |
| Citadel Advisors LLC | $834K | $205K |
| Susquehanna International Group, LLP | $627K | $261K |
| Simplex Trading, LLC | $73K | $2K |
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: SOXY institutional holders, PLTD institutional holders.
Frequently asked questions
Do institutions hold both SOXY and PLTD?
4 Form 13F filers report positions in both, out of 26 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%.