PKB vs BENJ overlap
7 institutions report holding both PKB and BENJ.
PKBBENJ
Pick 2 to 4 ETFs.
We don’t have holdings for BENJ. 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.
7
institutions report holding both, of 118 holding any
PKB14.7% of its 13F dollars, 6.5% of its 108 holders
BENJ77.1% of its 13F dollars, 41.2% of its 17 holders
Largest institutions holding both
| Firm | PKB | BENJ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $4.4M | $80.5M |
| Envestnet Asset Management Inc. | $2.2M | $74.8M |
| LPL Financial LLC | $21.7M | $46.6M |
| Cetera Investment Advisers | $14.8M | $44.3M |
| Osaic Holdings, Inc. | $1.6M | $648K |
| Kestra Advisory Services, LLC | $1.6M | $224K |
| US Bancorp | $6K | $45K |
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: PKB institutional holders, BENJ institutional holders.
Frequently asked questions
Do institutions hold both PKB and BENJ?
7 Form 13F filers report positions in both, out of 118 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%.