PBMR vs AIOO overlap
2 institutions report holding both PBMR and AIOO.
PBMRAIOO
Pick 2 to 4 ETFs.
We don’t have holdings for PBMR, AIOO. 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 49 holding any
PBMR8.3% of its 13F dollars, 12.5% of its 16 holders
AIOO12.5% of its 13F dollars, 5.7% of its 35 holders
Largest institutions holding both
| Firm | PBMR | AIOO |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.8M | $1.8M |
| Cetera Investment Advisers | $585K | $1.7M |
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: PBMR institutional holders, AIOO institutional holders.
Frequently asked questions
Do institutions hold both PBMR and AIOO?
2 Form 13F filers report positions in both, out of 49 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%.