PJUN vs PDEC overlap
144 institutions report holding both PJUN and PDEC.
PJUNPDEC
Pick 2 to 4 ETFs.
We don’t have holdings for PJUN, 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.
144
institutions report holding both, of 277 holding any
PJUN95.3% of its 13F dollars, 73.8% of its 195 holders
PDEC90.8% of its 13F dollars, 63.7% of its 226 holders
Largest institutions holding both
| Firm | PJUN | PDEC |
|---|---|---|
| Alliancebernstein L.P. | $120.0M | $135.6M |
| Penserra Capital Management LLC | $71.3M | $74.0M |
| Focus Partners Wealth | $25.8M | $49.7M |
| Osaic Holdings, Inc. | $37.8M | $32.1M |
| Commonwealth Equity Services, LLC | $38.3M | $28.3M |
| Steward Partners Investment Advisory, LLC | $61.3M | $3.2M |
| Brookstone Capital Management | $37.1M | $6.4M |
| Blair William & Co | $9.1M | $32.6M |
| HighTower Advisors, LLC | $19.4M | $21.0M |
| LPL Financial LLC | $10.9M | $27.9M |
| Cetera Investment Advisers | $14.1M | $12.9M |
| Raymond James Financial Inc. | $15.5M | $11.2M |
| Envestnet Asset Management Inc. | $11.5M | $11.4M |
| Kestra Advisory Services, LLC | $8.1M | $11.5M |
| Bellwether Advisors, LLC | $7.4M | $10.8M |
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: PJUN institutional holders, PDEC institutional holders.
Frequently asked questions
Do institutions hold both PJUN and PDEC?
144 Form 13F filers report positions in both, out of 277 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%.