PFFA vs AMJB overlap
24 institutions report holding both PFFA and AMJB.
PFFAAMJB
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
24
institutions report holding both, of 252 holding any
PFFA44.3% of its 13F dollars, 11.8% of its 204 holders
AMJB33.5% of its 13F dollars, 33.3% of its 72 holders
Largest institutions holding both
| Firm | PFFA | AMJB |
|---|---|---|
| JPMorgan Chase & Co | $558 | $65.7M |
| LPL Financial LLC | $44.1M | $18.3M |
| Cambridge Investment Research Advisors, Inc. | $61.6M | $804K |
| Equitable Holdings, Inc. | $9.5M | $47.6M |
| Osaic Holdings, Inc. | $25.7M | $153K |
| Royal Bank of Canada | $21.2M | $22K |
| Raymond James Financial Inc. | $11.1M | $483K |
| Steward Partners Investment Advisory, LLC | $10.2M | $630K |
| Kestra Advisory Services, LLC | $4.5M | $1.2M |
| Cetera Investment Advisers | $4.8M | $609K |
| HighTower Advisors, LLC | $1.4M | $1.4M |
| Morgan Stanley | $142K | $2.2M |
| UBS Group AG | $101K | $2.1M |
| Mariner, LLC | $1.7M | $253K |
| NewEdge Advisors, LLC | $901K | $702K |
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: PFFA institutional holders, AMJB institutional holders.
Frequently asked questions
Do institutions hold both PFFA and AMJB?
24 Form 13F filers report positions in both, out of 252 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%.