PDEC vs BUFZ overlap
55 institutions report holding both PDEC and BUFZ.
PDECBUFZ
Pick 2 to 4 ETFs.
We don’t have holdings for PDEC. 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.
55
institutions report holding both, of 313 holding any
PDEC32.7% of its 13F dollars, 24.3% of its 226 holders
BUFZ66.7% of its 13F dollars, 38.7% of its 142 holders
Largest institutions holding both
| Firm | PDEC | BUFZ |
|---|---|---|
| LPL Financial LLC | $27.9M | $129.3M |
| Raymond James Financial Inc. | $11.2M | $108.3M |
| Osaic Holdings, Inc. | $32.1M | $43.4M |
| Commonwealth Equity Services, LLC | $28.3M | $25.3M |
| Envestnet Asset Management Inc. | $11.4M | $38.0M |
| Cetera Investment Advisers | $12.9M | $31.0M |
| Kestra Advisory Services, LLC | $11.5M | $30.3M |
| Truist Financial Corp. | $7.2M | $23.9M |
| Jacobi Capital Management LLC | $2.4M | $26.4M |
| HighTower Advisors, LLC | $21.0M | $752K |
| Cambridge Investment Research Advisors, Inc. | $9.0M | $6.3M |
| CreativeOne Wealth, LLC | $1.0M | $12.1M |
| MML Investors Services, LLC | $5.4M | $4.5M |
| Brookstone Capital Management | $6.4M | $2.6M |
| Harbour Investments, Inc. | $2.2M | $5.9M |
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: PDEC institutional holders, BUFZ institutional holders.
Frequently asked questions
Do institutions hold both PDEC and BUFZ?
55 Form 13F filers report positions in both, out of 313 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%.