PBPH vs INFO overlap
1 institutions report holding both PBPH and INFO.
PBPHINFO
Pick 2 to 4 ETFs.
We don’t have holdings for PBPH. 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.
1
institutions report holding both, of 23 holding any
PBPH0.0% of its 13F dollars, 11.1% of its 9 holders
INFO0.0% of its 13F dollars, 6.7% of its 15 holders
Largest institutions holding both
| Firm | PBPH | INFO |
|---|---|---|
| Allworth Financial LP | $19K | $1K |
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: PBPH institutional holders, INFO institutional holders.
Frequently asked questions
Do institutions hold both PBPH and INFO?
1 Form 13F filers report positions in both, out of 23 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%.