PHDG vs JMMF overlap
2 institutions report holding both PHDG and JMMF.
PHDGJMMF
Pick 2 to 4 ETFs.
We don’t have holdings for JMMF. 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 40 holding any
PHDG3.9% of its 13F dollars, 5.6% of its 36 holders
JMMF2.1% of its 13F dollars, 33.3% of its 6 holders
Largest institutions holding both
| Firm | PHDG | JMMF |
|---|---|---|
| Jane Street Group, LLC | $1.1M | $898K |
| Royal Bank of Canada | $852K | $159K |
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: PHDG institutional holders, JMMF institutional holders.
Frequently asked questions
Do institutions hold both PHDG and JMMF?
2 Form 13F filers report positions in both, out of 40 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%.