PBMR vs DECZ overlap
2 institutions report holding both PBMR and DECZ.
PBMRDECZ
Pick 2 to 4 ETFs.
We don’t have holdings for PBMR. 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 35 holding any
PBMR2.1% of its 13F dollars, 12.5% of its 16 holders
DECZ2.4% of its 13F dollars, 9.5% of its 21 holders
Largest institutions holding both
| Firm | PBMR | DECZ |
|---|---|---|
| Old Mission Capital LLC | $209K | $665K |
| DHJJ Financial Advisors, Ltd. | $389K | $19K |
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, DECZ institutional holders.
Frequently asked questions
Do institutions hold both PBMR and DECZ?
2 Form 13F filers report positions in both, out of 35 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%.