PBJL vs AAPR overlap
6 institutions report holding both PBJL and AAPR.
PBJLAAPR
Pick 2 to 4 ETFs.
We don’t have holdings for PBJL, AAPR. 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.
6
institutions report holding both, of 63 holding any
PBJL14.8% of its 13F dollars, 37.5% of its 16 holders
AAPR16.0% of its 13F dollars, 11.3% of its 53 holders
Largest institutions holding both
| Firm | PBJL | AAPR |
|---|---|---|
| Centaurus Financial, Inc. | $4.4M | $2.1M |
| Commonwealth Equity Services, LLC | $1.0M | $3.5M |
| Raymond James Financial Inc. | $471K | $1.1M |
| Spire Wealth Management | $651K | $513K |
| DHJJ Financial Advisors, Ltd. | $203K | $12K |
| Steward Partners Investment Advisory, LLC | $60K | $103K |
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: PBJL institutional holders, AAPR institutional holders.
Frequently asked questions
Do institutions hold both PBJL and AAPR?
6 Form 13F filers report positions in both, out of 63 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%.