PBDC vs EINC overlap
13 institutions report holding both PBDC and EINC.
PBDCEINC
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.
13
institutions report holding both, of 90 holding any
PBDC16.3% of its 13F dollars, 20.3% of its 64 holders
EINC18.4% of its 13F dollars, 33.3% of its 39 holders
Largest institutions holding both
| Firm | PBDC | EINC |
|---|---|---|
| LPL Financial LLC | $2.5M | $9.1M |
| Cetera Investment Advisers | $6.4M | $415K |
| Raymond James Financial Inc. | $385K | $1.6M |
| Apollon Wealth Management, LLC | $1.6M | $363K |
| Cornerstone Planning Group LLC | $2K | $984K |
| Commonwealth Equity Services, LLC | $596K | $217K |
| Morgan Stanley | $10K | $746K |
| Osaic Holdings, Inc. | $322K | $313K |
| Rockefeller Capital Management L.P. | $103K | $339K |
| UBS Group AG | $366K | $20K |
| Allworth Financial LP | $269K | $3K |
| Lanark Financial, Inc. | $31K | $23K |
| Strategic Wealth Partners, Ltd. | $1K | $7K |
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, EINC institutional holders.
Frequently asked questions
Do institutions hold both PBDC and EINC?
13 Form 13F filers report positions in both, out of 90 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%.