PCMM vs BNDC overlap
12 institutions report holding both PCMM and BNDC.
PCMMBNDC
Pick 2 to 4 ETFs.
We don’t have holdings for PCMM. 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.
12
institutions report holding both, of 101 holding any
PCMM15.9% of its 13F dollars, 15.6% of its 77 holders
BNDC25.7% of its 13F dollars, 33.3% of its 36 holders
Largest institutions holding both
| Firm | PCMM | BNDC |
|---|---|---|
| Envestnet Asset Management Inc. | $11.8M | $24.5M |
| MML Investors Services, LLC | $4.2M | $7.8M |
| Mutual Advisors, LLC | $1.2M | $1.6M |
| LPL Financial LLC | $1.9M | $723K |
| Citadel Advisors LLC | $2.2M | $390K |
| Jane Street Group, LLC | $1.4M | $337K |
| CoreCap Advisors, LLC | $5K | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | $362K | $422K |
| Harbour Investments, Inc. | $102K | $107K |
| Fifth Third Bancorp | $37K | $100K |
| Integrated Wealth Concepts LLC | $40K | $8K |
| Morgan Stanley | $2K | $40 |
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: PCMM institutional holders, BNDC institutional holders.
Frequently asked questions
Do institutions hold both PCMM and BNDC?
12 Form 13F filers report positions in both, out of 101 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%.