PMBS vs CORP overlap
53 institutions report holding both PMBS and CORP.
PMBSCORP
Pick 2 to 4 ETFs.
We don’t have holdings for PMBS. 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.
53
institutions report holding both, of 245 holding any
PMBS61.4% of its 13F dollars, 50.0% of its 106 holders
CORP34.8% of its 13F dollars, 27.6% of its 192 holders
Largest institutions holding both
| Firm | PMBS | CORP |
|---|---|---|
| Allianz Asset Management GmbH | $481.2M | $36.9M |
| LPL Financial LLC | $40.2M | $113.5M |
| Morgan Stanley | $51K | $81.6M |
| OneDigital Investment Advisors LLC | $35.0M | $37.5M |
| Wealth Enhancement Advisory Services, LLC | $49.4M | $213K |
| NewEdge Advisors, LLC | $19.1M | $20.2M |
| Envestnet Asset Management Inc. | $15.3M | $8.1M |
| Focus Partners Wealth | $20.5M | $602K |
| UBS Group AG | $3K | $20.1M |
| Integrated Wealth Concepts LLC | $12.9M | $6.7M |
| RFG Advisory, LLC | $7.3M | $10.6M |
| Cetera Investment Advisers | $7.0M | $10.5M |
| Raymond James Financial Inc. | $7.6M | $5.3M |
| CreativeOne Wealth, LLC | $5.7M | $5.3M |
| Jones Financial Companies LLLP | $12K | $9.9M |
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: PMBS institutional holders, CORP institutional holders.
Frequently asked questions
Do institutions hold both PMBS and CORP?
53 Form 13F filers report positions in both, out of 245 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%.