SPCH vs PLTU overlap
10 institutions report holding both SPCH and PLTU.
SPCHPLTU
Pick 2 to 4 ETFs.
We don’t have holdings for SPCH. 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.
10
institutions report holding both, of 41 holding any
SPCH39.2% of its 13F dollars, 41.7% of its 24 holders
PLTU56.3% of its 13F dollars, 37.0% of its 27 holders
Largest institutions holding both
| Firm | SPCH | PLTU |
|---|---|---|
| UBS Group AG | $85K | $5.1M |
| Citigroup Inc. | $3.1M | $241K |
| HRT Financial LP | $1.8M | $601K |
| StoneX Group Inc. | $327K | $1.9M |
| Goldman Sachs Group Inc. | $654K | $512K |
| Jane Street Group, LLC | $510K | $517K |
| IMC-Chicago, LLC | $228K | $409K |
| SBI Securities Co., Ltd. | $12K | $341K |
| Integrated Wealth Concepts LLC | $4K | $49K |
| Parallel Advisors, LLC | $23K | $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: SPCH institutional holders, PLTU institutional holders.
Frequently asked questions
Do institutions hold both SPCH and PLTU?
10 Form 13F filers report positions in both, out of 41 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%.