PBFB vs DDFM overlap
4 institutions report holding both PBFB and DDFM.
PBFBDDFM
Pick 2 to 4 ETFs.
We don’t have holdings for PBFB, DDFM. 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.
4
institutions report holding both, of 55 holding any
PBFB10.5% of its 13F dollars, 23.5% of its 17 holders
DDFM15.9% of its 13F dollars, 9.5% of its 42 holders
Largest institutions holding both
| Firm | PBFB | DDFM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.1M | $3.1M |
| Kestra Advisory Services, LLC | $1.0M | $776K |
| Cetera Investment Advisers | $765K | $746K |
| DHJJ Financial Advisors, Ltd. | $321K | $339K |
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, DDFM institutional holders.
Frequently asked questions
Do institutions hold both PBFB and DDFM?
4 Form 13F filers report positions in both, out of 55 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%.