PEMX vs FDNI overlap
2 institutions report holding both PEMX and FDNI.
PEMXFDNI
Pick 2 to 4 ETFs.
We don’t have holdings for PEMX. 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.
2
institutions report holding both, of 25 holding any
PEMX0.7% of its 13F dollars, 16.7% of its 12 holders
FDNI5.8% of its 13F dollars, 13.3% of its 15 holders
Largest institutions holding both
| Firm | PEMX | FDNI |
|---|---|---|
| Osaic Holdings, Inc. | $2K | $1.2M |
| Royal Bank of Canada | $172K | $208K |
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: PEMX institutional holders, FDNI institutional holders.
Frequently asked questions
Do institutions hold both PEMX and FDNI?
2 Form 13F filers report positions in both, out of 25 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%.