PBJ vs ACEI overlap
5 institutions report holding both PBJ and ACEI.
PBJACEI
Pick 2 to 4 ETFs.
We don’t have holdings for ACEI. 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.
5
institutions report holding both, of 72 holding any
PBJ3.5% of its 13F dollars, 10.0% of its 50 holders
ACEI5.5% of its 13F dollars, 18.5% of its 27 holders
Largest institutions holding both
| Firm | PBJ | ACEI |
|---|---|---|
| Commonwealth Equity Services, LLC | $820K | $1.4M |
| JPMorgan Chase & Co | $33K | $117 |
| Ashton Thomas Private Wealth, LLC | $283 | $12K |
| Global Retirement Partners, LLC | $8K | $2K |
| IFP Advisors, Inc | $2K | $5K |
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: PBJ institutional holders, ACEI institutional holders.
Frequently asked questions
Do institutions hold both PBJ and ACEI?
5 Form 13F filers report positions in both, out of 72 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%.