PBDC vs NUMI overlap
2 institutions report holding both PBDC and NUMI.
PBDCNUMI
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.
2
institutions report holding both, of 75 holding any
PBDC0.5% of its 13F dollars, 3.1% of its 64 holders
NUMI0.3% of its 13F dollars, 15.4% of its 13 holders
Largest institutions holding both
| Firm | PBDC | NUMI |
|---|---|---|
| UBS Group AG | $366K | $25 |
| Farther Finance Advisors, LLC | $6K | $256K |
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, NUMI institutional holders.
Frequently asked questions
Do institutions hold both PBDC and NUMI?
2 Form 13F filers report positions in both, out of 75 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%.