PBL vs AMAX overlap

PBL and AMAX overlap 0.0% by weight, across 0 shared holdings.

PBLAMAX

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PBL0.0% of the fund is in shared holdings, of 7

AMAX0.0% of the fund is in shared holdings, of 15

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PBL, SEC Form N-PORT, May 29, 2026; AMAX, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 27 holding any

PBL0.9% of its 13F dollars, 16.7% of its 6 holders

AMAX5.9% of its 13F dollars, 4.5% of its 22 holders

Largest institutions holding both

Firm	PBL	AMAX
Osaic Holdings, Inc.	$405K	$2.7M

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: PBL institutional holders, AMAX institutional holders.

Frequently asked questions

How much do PBL and AMAX overlap?

0.0% by weight, with 0 holdings in common, using holdings for PBL as of May 29, 2026 and AMAX as of May 31, 2026.

Do institutions hold both PBL and AMAX?

1 Form 13F filers report positions in both, out of 27 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%.