STXF vs PPLT overlap
51 institutions report holding both STXF and PPLT.
STXFPPLT
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.
51
institutions report holding both, of 328 holding any
STXF39.4% of its 13F dollars, 35.7% of its 143 holders
PPLT39.3% of its 13F dollars, 21.6% of its 236 holders
Largest institutions holding both
| Firm | STXF | PPLT |
|---|---|---|
| Raymond James Financial Inc. | $31.0M | $9.6M |
| Morgan Stanley | $580K | $34.5M |
| UBS Group AG | $5.3M | $29.1M |
| LPL Financial LLC | $13.5M | $15.2M |
| Stifel Financial Corp. | $18.4M | $3.9M |
| Royal Bank of Canada | $7.2M | $12.0M |
| Kestra Advisory Services, LLC | $14.8M | $358K |
| Jones Financial Companies LLLP | $13.8M | $1.1M |
| Bank of America Corp. | $5.7M | $9.0M |
| Commonwealth Equity Services, LLC | $10.2M | $1.6M |
| Wells Fargo & Company | $10K | $9.7M |
| Envestnet Asset Management Inc. | $6.7M | $2.4M |
| Goldman Sachs Group Inc. | $548K | $8.2M |
| Rockefeller Capital Management L.P. | $3.5M | $5.2M |
| Cetera Investment Advisers | $6.5M | $2.0M |
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: STXF institutional holders, PPLT institutional holders.
Frequently asked questions
Do institutions hold both STXF and PPLT?
51 Form 13F filers report positions in both, out of 328 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%.