PGX vs BILS overlap
98 institutions report holding both PGX and BILS.
PGXBILS
Pick 2 to 4 ETFs.
We don’t have holdings for BILS. 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.
98
institutions report holding both, of 594 holding any
PGX73.1% of its 13F dollars, 23.8% of its 411 holders
BILS61.6% of its 13F dollars, 34.9% of its 281 holders
Largest institutions holding both
| Firm | PGX | BILS |
|---|---|---|
| Bank of America Corp. | $944.2M | $129.0M |
| LPL Financial LLC | $53.8M | $361.0M |
| Wells Fargo & Company | $121.7M | $59.9M |
| Ameriprise Financial Inc. | $45.8M | $110.1M |
| UBS Group AG | $103.0M | $36.1M |
| Morgan Stanley | $67.5M | $44.1M |
| JPMorgan Chase & Co | $77.0M | $4.1M |
| Osaic Holdings, Inc. | $14.1M | $62.0M |
| Raymond James Financial Inc. | $32.2M | $35.8M |
| Royal Bank of Canada | $30.7M | $23.8M |
| Envestnet Asset Management Inc. | $10.6M | $42.8M |
| Integrated Wealth Concepts LLC | $9.8M | $40.3M |
| Commonwealth Equity Services, LLC | $6.3M | $34.4M |
| Truist Financial Corp. | $5.8M | $33.4M |
| Allworth Financial LP | $37.3M | $796 |
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: PGX institutional holders, BILS institutional holders.
Frequently asked questions
Do institutions hold both PGX and BILS?
98 Form 13F filers report positions in both, out of 594 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%.