XRPT vs PALD overlap
2 institutions report holding both XRPT and PALD.
XRPTPALD
Pick 2 to 4 ETFs.
We don’t have holdings for XRPT, PALD. 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.
2
institutions report holding both, of 12 holding any
XRPT38.9% of its 13F dollars, 20.0% of its 10 holders
PALD35.2% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | XRPT | PALD |
|---|---|---|
| IMC-Chicago, LLC | $229K | $295K |
| Susquehanna International Group, LLP | $222K | $129K |
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: XRPT institutional holders, PALD institutional holders.
Frequently asked questions
Do institutions hold both XRPT and PALD?
2 Form 13F filers report positions in both, out of 12 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%.