PBNV vs AIOO overlap
3 institutions report holding both PBNV and AIOO.
PBNVAIOO
Pick 2 to 4 ETFs.
We don’t have holdings for PBNV, 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.
3
institutions report holding both, of 46 holding any
PBNV5.6% of its 13F dollars, 21.4% of its 14 holders
AIOO8.5% of its 13F dollars, 8.6% of its 35 holders
Largest institutions holding both
| Firm | PBNV | AIOO |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $1.8M |
| MML Investors Services, LLC | $396K | $582K |
| Osaic Holdings, Inc. | $11K | $39K |
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: PBNV institutional holders, AIOO institutional holders.
Frequently asked questions
Do institutions hold both PBNV and AIOO?
3 Form 13F filers report positions in both, out of 46 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%.