PBDE vs IMAY overlap
6 institutions report holding both PBDE and IMAY.
PBDEIMAY
Pick 2 to 4 ETFs.
We don’t have holdings for PBDE, IMAY. 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.
6
institutions report holding both, of 65 holding any
PBDE29.4% of its 13F dollars, 31.6% of its 19 holders
IMAY16.6% of its 13F dollars, 11.5% of its 52 holders
Largest institutions holding both
| Firm | PBDE | IMAY |
|---|---|---|
| Raymond James Financial Inc. | $7.8M | $1.6M |
| Commonwealth Equity Services, LLC | $1.2M | $1.7M |
| Cetera Investment Advisers | $584K | $1.3M |
| Kestra Advisory Services, LLC | $945K | $925K |
| DHJJ Financial Advisors, Ltd. | $64K | $380K |
| Creative Financial Designs Inc. | $15K | $32K |
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: PBDE institutional holders, IMAY institutional holders.
Frequently asked questions
Do institutions hold both PBDE and IMAY?
6 Form 13F filers report positions in both, out of 65 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%.