PMAR vs HEGD overlap
30 institutions report holding both PMAR and HEGD.
PMARHEGD
Pick 2 to 4 ETFs.
We don’t have holdings for PMAR. 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.
30
institutions report holding both, of 266 holding any
PMAR24.8% of its 13F dollars, 14.2% of its 212 holders
HEGD33.9% of its 13F dollars, 35.7% of its 84 holders
Largest institutions holding both
| Firm | PMAR | HEGD |
|---|---|---|
| LPL Financial LLC | $12.6M | $40.5M |
| NewEdge Advisors, LLC | $2.4M | $37.3M |
| Osaic Holdings, Inc. | $35.9M | $755K |
| Envestnet Asset Management Inc. | $5.4M | $22.5M |
| Cambridge Investment Research Advisors, Inc. | $9.4M | $15.5M |
| Beacon Pointe Advisors, LLC | $6.0M | $17.3M |
| Raymond James Financial Inc. | $10.3M | $13.0M |
| Commonwealth Equity Services, LLC | $14.4M | $2.3M |
| Cetera Investment Advisers | $14.8M | $777K |
| Ausdal Financial Partners, Inc. | $636K | $10.0M |
| Kestra Advisory Services, LLC | $9.2M | $409K |
| HighTower Advisors, LLC | $8.4M | $429K |
| Truist Financial Corp. | $6.0M | $382K |
| J.W. Cole Advisors, Inc. | $292K | $5.7M |
| AQR Capital Management LLC | $1.4M | $3.6M |
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: PMAR institutional holders, HEGD institutional holders.
Frequently asked questions
Do institutions hold both PMAR and HEGD?
30 Form 13F filers report positions in both, out of 266 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%.