PBD vs FIDI overlap
PBD and FIDI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PBD, SEC Form N-PORT, July 31, 2026; FIDI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PBD | FIDI |
|---|---|---|
| Commonwealth Equity Services, LLC | $386K | $25.3M |
| Raymond James Financial Inc. | $8.0M | $3.7M |
| Royal Bank of Canada | $6.9M | $4.4M |
| Morgan Stanley | $7.5M | $79K |
| LPL Financial LLC | $2.6M | $3.7M |
| Cetera Investment Advisers | $2.3M | $1.7M |
| Envestnet Asset Management Inc. | $1.2M | $2.3M |
| JPMorgan Chase & Co | $721K | $2.5M |
| Osaic Holdings, Inc. | $377K | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $1.6M |
| Jane Street Group, LLC | $789K | $1.0M |
| Wells Fargo & Company | $1.8M | $42 |
| Citadel Advisors LLC | $272K | $847K |
| National Bank of Canada | $16K | $610K |
| Steward Partners Investment Advisory, LLC | $31K | $498K |
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: PBD institutional holders, FIDI institutional holders.
Frequently asked questions
How much do PBD and FIDI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PBD as of July 31, 2026 and FIDI as of July 31, 2026.
Do institutions hold both PBD and FIDI?
21 Form 13F filers report positions in both, out of 125 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%.