PDBC vs GLDM overlap
226 institutions report holding both PDBC and GLDM.
PDBCGLDM
Pick 2 to 4 ETFs.
We don’t have holdings for PDBC, GLDM. 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.
226
institutions report holding both, of 1,133 holding any
PDBC84.2% of its 13F dollars, 50.7% of its 446 holders
GLDM45.3% of its 13F dollars, 24.8% of its 913 holders
Largest institutions holding both
| Firm | PDBC | GLDM |
|---|---|---|
| Wells Fargo & Company | $1.1B | $843.0M |
| Empower Advisory Group, LLC | $520.0M | $522.7M |
| Morgan Stanley | $314.2M | $669.5M |
| LPL Financial LLC | $494.3M | $267.8M |
| Bank of America Corp. | $61.6M | $570.2M |
| MAI Capital Management | $11.9M | $595.4M |
| State Street Corp. | $157.0M | $317.1M |
| UBS Group AG | $19.2M | $255.4M |
| Ameriprise Financial Inc. | $352K | $219.9M |
| Charles Schwab Investment Management Inc. | $87.2M | $102.4M |
| HighTower Advisors, LLC | $26.6M | $140.6M |
| Osaic Holdings, Inc. | $19.5M | $127.2M |
| Tidal Investments LLC | $41.1M | $77.7M |
| Envestnet Asset Management Inc. | $20.4M | $91.6M |
| Royal Bank of Canada | $4.3M | $96.2M |
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: PDBC institutional holders, GLDM institutional holders.
Frequently asked questions
Do institutions hold both PDBC and GLDM?
226 Form 13F filers report positions in both, out of 1,133 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%.