PXJ vs GBUG overlap
7 institutions report holding both PXJ and GBUG.
PXJGBUG
Pick 2 to 4 ETFs.
We don’t have holdings for GBUG. 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.
7
institutions report holding both, of 58 holding any
PXJ16.0% of its 13F dollars, 22.6% of its 31 holders
GBUG8.8% of its 13F dollars, 20.6% of its 34 holders
Largest institutions holding both
| Firm | PXJ | GBUG |
|---|---|---|
| Bank of America Corp. | $1.2M | $459K |
| Royal Bank of Canada | $1.5M | $12K |
| Cetera Investment Advisers | $681K | $542K |
| Citadel Advisors LLC | $547K | $280K |
| Integrated Wealth Concepts LLC | $51K | $707K |
| Osaic Holdings, Inc. | $295K | $17K |
| UBS Group AG | $81K | $105K |
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: PXJ institutional holders, GBUG institutional holders.
Frequently asked questions
Do institutions hold both PXJ and GBUG?
7 Form 13F filers report positions in both, out of 58 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%.