PBEU vs IUS overlap
3 institutions report holding both PBEU and IUS.
PBEUIUS
Pick 2 to 4 ETFs.
We don’t have holdings for PBEU. 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.
3
institutions report holding both, of 109 holding any
PBEU0.0% of its 13F dollars, 37.5% of its 8 holders
IUS5.0% of its 13F dollars, 2.9% of its 104 holders
Largest institutions holding both
| Firm | PBEU | IUS |
|---|---|---|
| Osaic Holdings, Inc. | $11K | $29.3M |
| Allworth Financial LP | $13K | $447K |
| Morgan Stanley | $6K | $150K |
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: PBEU institutional holders, IUS institutional holders.
Frequently asked questions
Do institutions hold both PBEU and IUS?
3 Form 13F filers report positions in both, out of 109 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%.