PBJA vs NDEC overlap
7 institutions report holding both PBJA and NDEC.
PBJANDEC
Pick 2 to 4 ETFs.
We don’t have holdings for PBJA, NDEC. 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.
7
institutions report holding both, of 55 holding any
PBJA9.1% of its 13F dollars, 33.3% of its 21 holders
NDEC41.1% of its 13F dollars, 17.1% of its 41 holders
Largest institutions holding both
| Firm | PBJA | NDEC |
|---|---|---|
| Raymond James Financial Inc. | $220K | $13.6M |
| Commonwealth Equity Services, LLC | $2.9M | $4.5M |
| Cetera Investment Advisers | $398K | $2.6M |
| Kestra Advisory Services, LLC | $938K | $755K |
| Independent Financial Group, LLC | $208K | $345K |
| DHJJ Financial Advisors, Ltd. | $163K | $143K |
| Lanark Financial, Inc. | $78K | $40K |
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, NDEC institutional holders.
Frequently asked questions
Do institutions hold both PBJA and NDEC?
7 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%.