PDBC vs GUNR overlap
116 institutions report holding both PDBC and GUNR.
PDBCGUNR
Pick 2 to 4 ETFs.
We don’t have holdings for PDBC. 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.
116
institutions report holding both, of 648 holding any
PDBC58.4% of its 13F dollars, 26.0% of its 446 holders
GUNR12.1% of its 13F dollars, 36.5% of its 318 holders
Largest institutions holding both
| Firm | PDBC | GUNR |
|---|---|---|
| Wells Fargo & Company | $1.1B | $6.2M |
| LPL Financial LLC | $494.3M | $15.1M |
| Morgan Stanley | $314.2M | $96.1M |
| MAI Capital Management | $11.9M | $251.5M |
| Bank of America Corp. | $61.6M | $21.4M |
| Cambridge Investment Research Advisors, Inc. | $45.9M | $4.8M |
| Northwestern Mutual Wealth Management Co | $43.0M | $5.3M |
| Raymond James Financial Inc. | $8.9M | $35.3M |
| Versant Capital Management, Inc | $7K | $43.6M |
| Wealth Enhancement Advisory Services, LLC | $41.4M | $996K |
| Mirae Asset Global Investments Co., Ltd. | $39.1M | $508K |
| Envestnet Asset Management Inc. | $20.4M | $15.6M |
| UBS Group AG | $19.2M | $11.1M |
| Flow Traders U.S. LLC | $25.3M | $4.3M |
| HighTower Advisors, LLC | $26.6M | $774K |
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, GUNR institutional holders.
Frequently asked questions
Do institutions hold both PDBC and GUNR?
116 Form 13F filers report positions in both, out of 648 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%.