PBNV vs PBMR overlap
9 institutions report holding both PBNV and PBMR.
PBNVPBMR
Pick 2 to 4 ETFs.
We don’t have holdings for PBNV, 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.
9
institutions report holding both, of 21 holding any
PBNV95.7% of its 13F dollars, 64.3% of its 14 holders
PBMR80.8% of its 13F dollars, 56.3% of its 16 holders
Largest institutions holding both
| Firm | PBNV | PBMR |
|---|---|---|
| Prudential Financial Inc. | $15.2M | $15.2M |
| Jim Saulnier & Associates, LLC | $3.5M | $2.9M |
| Blue Water Asset Management | $3.5M | $491K |
| Spire Wealth Management | $2.3M | $1.2M |
| Commonwealth Equity Services, LLC | $1.2M | $1.8M |
| Kintra Wealth, LLC | $472K | $532K |
| Kestra Advisory Services, LLC | $573K | $359K |
| DHJJ Financial Advisors, Ltd. | $56K | $389K |
| Royal Bank of Canada | $61K | $121K |
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, PBMR institutional holders.
Frequently asked questions
Do institutions hold both PBNV and PBMR?
9 Form 13F filers report positions in both, out of 21 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%.