PMBS vs EVLN overlap
17 institutions report holding both PMBS and EVLN.
PMBSEVLN
Pick 2 to 4 ETFs.
We don’t have holdings for PMBS, EVLN. 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.
17
institutions report holding both, of 140 holding any
PMBS10.6% of its 13F dollars, 16.0% of its 106 holders
EVLN32.1% of its 13F dollars, 33.3% of its 51 holders
Largest institutions holding both
| Firm | PMBS | EVLN |
|---|---|---|
| Morgan Stanley | $51K | $359.7M |
| LPL Financial LLC | $40.2M | $19.6M |
| Wealth Enhancement Advisory Services, LLC | $49.4M | $814K |
| Focus Partners Wealth | $20.5M | $881K |
| Raymond James Financial Inc. | $7.6M | $381K |
| Commonwealth Equity Services, LLC | $5.1M | $1.2M |
| Osaic Holdings, Inc. | $2.6M | $982K |
| Western Wealth Management, LLC | $266K | $2.2M |
| Kestra Advisory Services, LLC | $960K | $727K |
| Rockefeller Capital Management L.P. | $2K | $1.7M |
| Founders Financial Securities LLC | $303K | $1.3M |
| Mariner, LLC | $1.1M | $217K |
| Citadel Advisors LLC | $368K | $845K |
| Equitable Holdings, Inc. | $217K | $338K |
| Fifth Third Bancorp | $113K | $136K |
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, EVLN institutional holders.
Frequently asked questions
Do institutions hold both PMBS and EVLN?
17 Form 13F filers report positions in both, out of 140 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%.