PMFB vs CBOA overlap
1 institutions report holding both PMFB and CBOA.
PMFBCBOA
Pick 2 to 4 ETFs.
We don’t have holdings for PMFB, CBOA. 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.
1
institutions report holding both, of 12 holding any
PMFB8.4% of its 13F dollars, 11.1% of its 9 holders
CBOA22.4% of its 13F dollars, 25.0% of its 4 holders
Largest institutions holding both
| Firm | PMFB | CBOA |
|---|---|---|
| Old Mission Capital LLC | $230K | $636K |
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: PMFB institutional holders, CBOA institutional holders.
Frequently asked questions
Do institutions hold both PMFB and CBOA?
1 Form 13F filers report positions in both, out of 12 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%.