PBDC vs CLOB overlap
4 institutions report holding both PBDC and CLOB.
PBDCCLOB
Pick 2 to 4 ETFs.
We don’t have holdings for PBDC. 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 89 holding any
PBDC6.4% of its 13F dollars, 6.3% of its 64 holders
CLOB5.9% of its 13F dollars, 13.8% of its 29 holders
Largest institutions holding both
| Firm | PBDC | CLOB |
|---|---|---|
| Royal Bank of Canada | $7K | $2.8M |
| LPL Financial LLC | $2.5M | $342K |
| NewEdge Advisors, LLC | $2.1M | $445K |
| Osaic Holdings, Inc. | $322K | $955K |
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, CLOB institutional holders.
Frequently asked questions
Do institutions hold both PBDC and CLOB?
4 Form 13F filers report positions in both, out of 89 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%.