PBJN vs IFEB overlap
6 institutions report holding both PBJN and IFEB.
PBJNIFEB
Pick 2 to 4 ETFs.
We don’t have holdings for PBJN, IFEB. 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 86 holding any
PBJN41.3% of its 13F dollars, 27.3% of its 22 holders
IFEB17.8% of its 13F dollars, 8.6% of its 70 holders
Largest institutions holding both
| Firm | PBJN | IFEB |
|---|---|---|
| Commonwealth Equity Services, LLC | $7.5M | $2.9M |
| Raymond James Financial Inc. | $3.9M | $1.8M |
| Jim Saulnier & Associates, LLC | $4.5M | $356K |
| Cetera Investment Advisers | $675K | $1.5M |
| Kestra Advisory Services, LLC | $875K | $917K |
| DHJJ Financial Advisors, Ltd. | $140K | $152K |
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: PBJN institutional holders, IFEB institutional holders.
Frequently asked questions
Do institutions hold both PBJN and IFEB?
6 Form 13F filers report positions in both, out of 86 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%.