PKB vs MOO overlap
PKB and MOO 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; MOO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PKB | MOO |
|---|---|---|
| Morgan Stanley | $32.5M | $41.1M |
| LPL Financial LLC | $21.7M | $14.4M |
| HighTower Advisors, LLC | $33.8M | $1.3M |
| Bank of America Corp. | $12.9M | $18.0M |
| Cetera Investment Advisers | $14.8M | $4.5M |
| UBS Group AG | $1.6M | $15.1M |
| Wells Fargo & Company | $9.4M | $6.3M |
| Raymond James Financial Inc. | $10.3M | $2.9M |
| Royal Bank of Canada | $9.1M | $2.3M |
| MML Investors Services, LLC | $4.9M | $5.6M |
| Ameriprise Financial Inc. | $2.7M | $4.4M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $1.0M |
| Jones Financial Companies LLLP | $5.0M | $288K |
| Commonwealth Equity Services, LLC | $1.1M | $4.1M |
| MAI Capital Management | $3.2M | $627K |
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, MOO institutional holders.
Frequently asked questions
How much do PKB and MOO overlap?
0.0% by weight, with 0 holdings in common, using holdings for PKB as of July 31, 2026 and MOO as of June 30, 2026.
Do institutions hold both PKB and MOO?
49 Form 13F filers report positions in both, out of 252 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%.