PBTP vs BSJV overlap
9 institutions report holding both PBTP and BSJV.
PBTPBSJV
Pick 2 to 4 ETFs.
We don’t have holdings for BSJV. 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 68 holding any
PBTP64.0% of its 13F dollars, 32.1% of its 28 holders
BSJV40.0% of its 13F dollars, 18.4% of its 49 holders
Largest institutions holding both
| Firm | PBTP | BSJV |
|---|---|---|
| LPL Financial LLC | $22.0M | $7.6M |
| Commonwealth Equity Services, LLC | $4.8M | $277K |
| Morgan Stanley | $38 | $4.0M |
| Raymond James Financial Inc. | $1.2M | $2.6M |
| Bank of America Corp. | $1.4M | $1.0M |
| Osaic Holdings, Inc. | $573K | $1.3M |
| Royal Bank of Canada | $41K | $1.3M |
| UBS Group AG | $4K | $263K |
| Wells Fargo & Company | $18 | $21 |
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: PBTP institutional holders, BSJV institutional holders.
Frequently asked questions
Do institutions hold both PBTP and BSJV?
9 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%.