PDBC vs IBIT overlap
286 institutions report holding both PDBC and IBIT.
PDBCIBIT
Pick 2 to 4 ETFs.
We don’t have holdings for PDBC, IBIT. 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.
286
institutions report holding both, of 1,633 holding any
PDBC80.8% of its 13F dollars, 64.1% of its 446 holders
IBIT45.2% of its 13F dollars, 19.4% of its 1,473 holders
Largest institutions holding both
| Firm | PDBC | IBIT |
|---|---|---|
| Wells Fargo & Company | $1.1B | $812.2M |
| Morgan Stanley | $314.2M | $548.6M |
| Jane Street Group, LLC | $28.0M | $828.2M |
| LPL Financial LLC | $494.3M | $107.8M |
| Goldman Sachs Group Inc. | $16.1M | $573.7M |
| Empower Advisory Group, LLC | $520.0M | $1.4M |
| BlackRock, Inc. | $12K | $500.5M |
| JPMorgan Chase & Co | $5.6M | $355.7M |
| Marex Group Ltd | $769K | $171.3M |
| Bank of America Corp. | $61.6M | $57.3M |
| Cambridge Investment Research Advisors, Inc. | $45.9M | $51.7M |
| Susquehanna International Group, LLP | $18.6M | $77.0M |
| Barclays PLC | $365K | $88.5M |
| Charles Schwab Investment Management Inc. | $87.2M | $219K |
| HighTower Advisors, LLC | $26.6M | $44.9M |
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, IBIT institutional holders.
Frequently asked questions
Do institutions hold both PDBC and IBIT?
286 Form 13F filers report positions in both, out of 1,633 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%.