PBUS vs JGRO overlap
PBUS and JGRO overlap 45.5% by weight, across 104 shared holdings.
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Top shared holdings
| Holding | PBUS | JGRO | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.77% | 10.46% | 7.77% |
| Apple Inc.AAPL | 6.94% | 4.76% | 4.76% |
| Broadcom Inc.AVGO | 3.05% | 4.36% | 3.05% |
| Alphabet Inc.-CGOOG | 2.77% | 10.36% | 2.77% |
| META Platforms-aMETA | 2.09% | 2.13% | 2.09% |
| Tesla Inc.TSLA | 1.86% | 2.81% | 1.86% |
| Micron TechMU | 1.65% | 3.70% | 1.65% |
| ELI Lilly & CoLLY | 1.34% | 1.81% | 1.34% |
| ADV Micro DeviceAMD | 1.27% | 3.15% | 1.27% |
| Microsoft Corp.MSFT | 4.81% | 1.01% | 1.01% |
| Johnson&JohnsonJNJ | 0.82% | 1.00% | 0.82% |
| Walmart Inc.WMT | 0.77% | 0.88% | 0.77% |
| Mastercard Inc.-aMA | 0.63% | 1.15% | 0.63% |
| Caterpillar Inc.CAT | 0.62% | 1.17% | 0.62% |
| LAM ResearchLRCX | 0.60% | 1.89% | 0.60% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PBUS, SEC Form N-PORT, May 31, 2026; JGRO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PBUS | JGRO |
|---|---|---|
| Morgan Stanley | $1.6B | $6.8M |
| JPMorgan Chase & Co | $495K | $1.1B |
| LPL Financial LLC | $22.5M | $776.9M |
| Raymond James Financial Inc. | $122.7M | $399.8M |
| Jones Financial Companies LLLP | $427K | $318.2M |
| Bank of America Corp. | $315K | $247.0M |
| Bank of New York Mellon Corp | $166.5M | $43.1M |
| Cetera Investment Advisers | $56.1M | $127.6M |
| UBS Group AG | $7.3M | $133.5M |
| Envestnet Asset Management Inc. | $17.3M | $117.4M |
| Royal Bank of Canada | $67K | $133.5M |
| Private Advisor Group, LLC | $4.4M | $108.0M |
| Wells Fargo & Company | $29 | $110.7M |
| Osaic Holdings, Inc. | $100K | $91.1M |
| Integrated Wealth Concepts LLC | $39K | $71.7M |
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: PBUS institutional holders, JGRO institutional holders.
Frequently asked questions
How much do PBUS and JGRO overlap?
45.5% by weight, with 104 holdings in common, using holdings for PBUS as of May 31, 2026 and JGRO as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both PBUS and JGRO?
36 Form 13F filers report positions in both, out of 396 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%.