PDBC vs IAUM overlap
107 institutions report holding both PDBC and IAUM.
PDBCIAUM
Pick 2 to 4 ETFs.
We don’t have holdings for PDBC, IAUM. 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.
107
institutions report holding both, of 598 holding any
PDBC34.4% of its 13F dollars, 24.0% of its 446 holders
IAUM28.9% of its 13F dollars, 41.3% of its 259 holders
Largest institutions holding both
| Firm | PDBC | IAUM |
|---|---|---|
| LPL Financial LLC | $494.3M | $8.0M |
| Morgan Stanley | $314.2M | $109K |
| Bank of America Corp. | $61.6M | $136.3M |
| BlackRock, Inc. | $12K | $97.6M |
| Blue Trust, Inc. | $109K | $63.3M |
| Mirae Asset Global Investments Co., Ltd. | $39.1M | $20.8M |
| AlTi Global, Inc. | $574K | $56.8M |
| Cambridge Investment Research Advisors, Inc. | $45.9M | $3.9M |
| Raymond James Financial Inc. | $8.9M | $37.8M |
| Northwestern Mutual Wealth Management Co | $43.0M | $395K |
| Tidal Investments LLC | $41.1M | $1.3M |
| Wealth Enhancement Advisory Services, LLC | $41.4M | $716K |
| Fifth Third Bancorp | $3.4M | $33.7M |
| Goldman Sachs Group Inc. | $16.1M | $18.4M |
| Envestnet Asset Management Inc. | $20.4M | $11.8M |
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, IAUM institutional holders.
Frequently asked questions
Do institutions hold both PDBC and IAUM?
107 Form 13F filers report positions in both, out of 598 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%.