PBOC vs JUNM overlap
4 institutions report holding both PBOC and JUNM.
PBOCJUNM
Pick 2 to 4 ETFs.
We don’t have holdings for PBOC, JUNM. 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.
4
institutions report holding both, of 68 holding any
PBOC40.8% of its 13F dollars, 26.7% of its 15 holders
JUNM18.8% of its 13F dollars, 7.0% of its 57 holders
Largest institutions holding both
| Firm | PBOC | JUNM |
|---|---|---|
| Foguth Wealth Management, LLC. | $14.3M | $358K |
| Commonwealth Equity Services, LLC | $2.0M | $6.5M |
| Kestra Advisory Services, LLC | $450K | $797K |
| DHJJ Financial Advisors, Ltd. | $53K | $80K |
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: PBOC institutional holders, JUNM institutional holders.
Frequently asked questions
Do institutions hold both PBOC and JUNM?
4 Form 13F filers report positions in both, out of 68 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%.