PBOG vs BBHY overlap
3 institutions report holding both PBOG and BBHY.
PBOGBBHY
Pick 2 to 4 ETFs.
We don’t have holdings for PBOG. 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 118 holding any
PBOG0.0% of its 13F dollars, 27.3% of its 11 holders
BBHY7.0% of its 13F dollars, 2.7% of its 110 holders
Largest institutions holding both
| Firm | PBOG | BBHY |
|---|---|---|
| Morgan Stanley | $5K | $27.8M |
| Osaic Holdings, Inc. | $13K | $4.4M |
| UBS Group AG | $120K | $40K |
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: PBOG institutional holders, BBHY institutional holders.
Frequently asked questions
Do institutions hold both PBOG and BBHY?
3 Form 13F filers report positions in both, out of 118 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%.