PBD vs FLCH overlap
PBD and FLCH overlap 2.1% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PBD | FLCH | Overlap |
|---|---|---|---|
| BYD Company1211 | 1.08% | 1.25% | 1.08% |
| Contemporary a-H3750 | 1.03% | 0.69% | 0.69% |
| Ganfeng Lithiu-H1772 | 0.54% | 0.11% | 0.11% |
| Zhejiang Leapm-H9863 | 1.01% | 0.10% | 0.10% |
| Yadea Group HOLD1585 | 1.02% | 0.06% | 0.06% |
| CALB Group Co -H3931 | 0.61% | 0.04% | 0.04% |
| Xinyi Solar HLDS968 | 0.81% | 0.04% | 0.04% |
| FLAT Glass GRO-H6865 | 0.95% | 0.01% | 0.01% |
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; FLCH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PBD | FLCH |
|---|---|---|
| Morgan Stanley | $7.5M | $9.2M |
| Envestnet Asset Management Inc. | $1.2M | $11.6M |
| Cetera Investment Advisers | $2.3M | $7.4M |
| Royal Bank of Canada | $6.9M | $1.4M |
| Raymond James Financial Inc. | $8.0M | $267K |
| UBS Group AG | $3.5M | $3.8M |
| LPL Financial LLC | $2.6M | $503K |
| Wells Fargo & Company | $1.8M | $3K |
| Equitable Holdings, Inc. | $595K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $342K |
| Osaic Holdings, Inc. | $377K | $112K |
| Jones Financial Companies LLLP | $314K | $3K |
| National Bank of Canada | $16K | $139K |
| US Bancorp | $141K | $4K |
| Integrated Wealth Concepts LLC | $74K | $3K |
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, FLCH institutional holders.
Frequently asked questions
How much do PBD and FLCH overlap?
2.1% by weight, with 8 holdings in common, using holdings for PBD as of July 31, 2026 and FLCH as of June 30, 2026. The largest shared position is 1211.
Do institutions hold both PBD and FLCH?
19 Form 13F filers report positions in both, out of 121 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%.