PBDC vs BSMY overlap
13 institutions report holding both PBDC and BSMY.
PBDCBSMY
Pick 2 to 4 ETFs.
We don’t have holdings for PBDC, BSMY. 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.
13
institutions report holding both, of 105 holding any
PBDC14.5% of its 13F dollars, 20.3% of its 64 holders
BSMY29.3% of its 13F dollars, 24.1% of its 54 holders
Largest institutions holding both
| Firm | PBDC | BSMY |
|---|---|---|
| LPL Financial LLC | $2.5M | $6.9M |
| Raymond James Financial Inc. | $385K | $6.9M |
| Envestnet Asset Management Inc. | $4.1M | $971K |
| HighTower Advisors, LLC | $277K | $3.0M |
| NewEdge Advisors, LLC | $2.1M | $323K |
| Osaic Holdings, Inc. | $322K | $1.2M |
| Morgan Stanley | $10K | $1.4M |
| UBS Group AG | $366K | $731K |
| Commonwealth Equity Services, LLC | $596K | $347K |
| J.W. Cole Advisors, Inc. | $314K | $352K |
| MML Investors Services, LLC | $259K | $374K |
| Royal Bank of Canada | $7K | $364K |
| Integrated Wealth Concepts LLC | $22K | $50K |
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: PBDC institutional holders, BSMY institutional holders.
Frequently asked questions
Do institutions hold both PBDC and BSMY?
13 Form 13F filers report positions in both, out of 105 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%.