PBJA vs FHDG overlap
2 institutions report holding both PBJA and FHDG.
PBJAFHDG
Pick 2 to 4 ETFs.
We don’t have holdings for PBJA, FHDG. 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.
2
institutions report holding both, of 47 holding any
PBJA7.1% of its 13F dollars, 9.5% of its 21 holders
FHDG3.4% of its 13F dollars, 7.1% of its 28 holders
Largest institutions holding both
| Firm | PBJA | FHDG |
|---|---|---|
| Commonwealth Equity Services, LLC | $2.9M | $258K |
| Kestra Advisory Services, LLC | $938K | $1.6M |
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: PBJA institutional holders, FHDG institutional holders.
Frequently asked questions
Do institutions hold both PBJA and FHDG?
2 Form 13F filers report positions in both, out of 47 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%.