YCLO vs PZT overlap
4 institutions report holding both YCLO and PZT.
YCLOPZT
Pick 2 to 4 ETFs.
We don’t have holdings for YCLO. 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 49 holding any
YCLO27.3% of its 13F dollars, 44.4% of its 9 holders
PZT22.2% of its 13F dollars, 9.1% of its 44 holders
Largest institutions holding both
| Firm | YCLO | PZT |
|---|---|---|
| Morgan Stanley | $5.0M | $6.1M |
| Bank of America Corp. | $5.0M | $5.1M |
| JPMorgan Chase & Co | $5.0M | $903K |
| Royal Bank of Canada | $5K | $201K |
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: YCLO institutional holders, PZT institutional holders.
Frequently asked questions
Do institutions hold both YCLO and PZT?
4 Form 13F filers report positions in both, out of 49 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%.