PBAU vs AJUL overlap
6 institutions report holding both PBAU and AJUL.
PBAUAJUL
Pick 2 to 4 ETFs.
We don’t have holdings for PBAU, AJUL. 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.
6
institutions report holding both, of 56 holding any
PBAU14.6% of its 13F dollars, 33.3% of its 18 holders
AJUL17.9% of its 13F dollars, 13.6% of its 44 holders
Largest institutions holding both
| Firm | PBAU | AJUL |
|---|---|---|
| Commonwealth Equity Services, LLC | $470K | $2.7M |
| Kestra Advisory Services, LLC | $1.1M | $1.3M |
| Spire Wealth Management | $1.5M | $29K |
| Old Mission Capital LLC | $349K | $503K |
| Steward Partners Investment Advisory, LLC | $253K | $35K |
| Harbour Investments, Inc. | $175K | $37K |
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: PBAU institutional holders, AJUL institutional holders.
Frequently asked questions
Do institutions hold both PBAU and AJUL?
6 Form 13F filers report positions in both, out of 56 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%.