PKB vs IAT overlap
PKB and IAT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PKB, SEC Form N-PORT, July 31, 2026; IAT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PKB | IAT |
|---|---|---|
| Morgan Stanley | $32.5M | $16.1M |
| Bank of America Corp. | $12.9M | $34.5M |
| Wells Fargo & Company | $9.4M | $33.0M |
| LPL Financial LLC | $21.7M | $14.9M |
| HighTower Advisors, LLC | $33.8M | $432K |
| Royal Bank of Canada | $9.1M | $15.7M |
| JPMorgan Chase & Co | $24K | $24.7M |
| Raymond James Financial Inc. | $10.3M | $9.8M |
| Cetera Investment Advisers | $14.8M | $3.6M |
| Truist Financial Corp. | $4.6M | $9.1M |
| BNP Paribas Financial Markets | $2.2M | $9.4M |
| Jones Financial Companies LLLP | $5.0M | $5.1M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $5.3M |
| UBS Group AG | $1.6M | $6.8M |
| Goldman Sachs Group Inc. | $417K | $6.9M |
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, IAT institutional holders.
Frequently asked questions
How much do PKB and IAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for PKB as of July 31, 2026 and IAT as of June 30, 2026.
Do institutions hold both PKB and IAT?
49 Form 13F filers report positions in both, out of 232 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%.