PRFD vs PDBA overlap
10 institutions report holding both PRFD and PDBA.
PRFDPDBA
Pick 2 to 4 ETFs.
We don’t have holdings for PDBA. 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.
10
institutions report holding both, of 104 holding any
PRFD14.7% of its 13F dollars, 19.2% of its 52 holders
PDBA19.2% of its 13F dollars, 16.1% of its 62 holders
Largest institutions holding both
| Firm | PRFD | PDBA |
|---|---|---|
| LPL Financial LLC | $17.5M | $5.8M |
| Trek Financial, LLC | $708K | $15.9M |
| Osaic Holdings, Inc. | $117K | $10.8M |
| NewEdge Advisors, LLC | $6.5M | $107K |
| Envestnet Asset Management Inc. | $311K | $5.0M |
| Integrated Wealth Concepts LLC | $4.0M | $43K |
| Jane Street Group, LLC | $409K | $1.5M |
| Royal Bank of Canada | $92K | $6K |
| Global Retirement Partners, LLC | $34K | $54K |
| Private Trust Co NA | $27K | $4K |
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: PRFD institutional holders, PDBA institutional holders.
Frequently asked questions
Do institutions hold both PRFD and PDBA?
10 Form 13F filers report positions in both, out of 104 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%.