PBFB vs APRZ overlap
1 institutions report holding both PBFB and APRZ.
PBFBAPRZ
Pick 2 to 4 ETFs.
We don’t have holdings for PBFB. 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.
1
institutions report holding both, of 32 holding any
PBFB1.1% of its 13F dollars, 5.9% of its 17 holders
APRZ0.1% of its 13F dollars, 6.3% of its 16 holders
Largest institutions holding both
| Firm | PBFB | APRZ |
|---|---|---|
| DHJJ Financial Advisors, Ltd. | $321K | $16K |
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: PBFB institutional holders, APRZ institutional holders.
Frequently asked questions
Do institutions hold both PBFB and APRZ?
1 Form 13F filers report positions in both, out of 32 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%.