PDBC vs HGER overlap
96 institutions report holding both PDBC and HGER.
PDBCHGER
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.
96
institutions report holding both, of 583 holding any
PDBC56.2% of its 13F dollars, 21.5% of its 446 holders
HGER69.8% of its 13F dollars, 41.2% of its 233 holders
Largest institutions holding both
| Firm | PDBC | HGER |
|---|---|---|
| Wells Fargo & Company | $1.1B | $495.5M |
| LPL Financial LLC | $494.3M | $94.9M |
| Bank of America Corp. | $61.6M | $405.4M |
| JPMorgan Chase & Co | $5.6M | $369.2M |
| Morgan Stanley | $314.2M | $473K |
| Northwestern Mutual Wealth Management Co | $43.0M | $91.6M |
| Raymond James Financial Inc. | $8.9M | $89.8M |
| Cambridge Investment Research Advisors, Inc. | $45.9M | $33.9M |
| HighTower Advisors, LLC | $26.6M | $39.8M |
| Wealth Enhancement Advisory Services, LLC | $41.4M | $4.4M |
| Assetmark, Inc. | $1.6M | $32.3M |
| Commonwealth Equity Services, LLC | $2.2M | $30.5M |
| Envestnet Asset Management Inc. | $20.4M | $10.1M |
| Private Advisor Group, LLC | $2.6M | $27.5M |
| Royal Bank of Canada | $4.3M | $23.6M |
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, HGER institutional holders.
Frequently asked questions
Do institutions hold both PDBC and HGER?
96 Form 13F filers report positions in both, out of 583 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%.