PBMY vs DDFS overlap
2 institutions report holding both PBMY and DDFS.
PBMYDDFS
Pick 2 to 4 ETFs.
We don’t have holdings for PBMY, DDFS. 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 56 holding any
PBMY4.6% of its 13F dollars, 14.3% of its 14 holders
DDFS10.3% of its 13F dollars, 4.5% of its 44 holders
Largest institutions holding both
| Firm | PBMY | DDFS |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $2.9M |
| DHJJ Financial Advisors, Ltd. | $119K | $111K |
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: PBMY institutional holders, DDFS institutional holders.
Frequently asked questions
Do institutions hold both PBMY and DDFS?
2 Form 13F filers report positions in both, out of 56 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%.