PBSE vs FEBM overlap
2 institutions report holding both PBSE and FEBM.
PBSEFEBM
Pick 2 to 4 ETFs.
We don’t have holdings for PBSE, FEBM. 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.
2
institutions report holding both, of 47 holding any
PBSE8.8% of its 13F dollars, 22.2% of its 9 holders
FEBM9.1% of its 13F dollars, 5.0% of its 40 holders
Largest institutions holding both
| Firm | PBSE | FEBM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $834K |
| Susquehanna International Group, LLP | $332K | $1.3M |
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: PBSE institutional holders, FEBM institutional holders.
Frequently asked questions
Do institutions hold both PBSE and FEBM?
2 Form 13F filers report positions in both, out of 47 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%.