PYLD vs JCPB overlap
240 institutions report holding both PYLD and JCPB.
PYLDJCPB
Pick 2 to 4 ETFs.
We don’t have holdings for PYLD. 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.
240
institutions report holding both, of 957 holding any
PYLD56.5% of its 13F dollars, 34.7% of its 691 holders
JCPB67.5% of its 13F dollars, 47.4% of its 506 holders
Largest institutions holding both
| Firm | PYLD | JCPB |
|---|---|---|
| Betterment LLC | $546K | $1.3B |
| Morgan Stanley | $616.1M | $588.0M |
| Bank of America Corp. | $664.6M | $248.4M |
| HB Wealth Management, LLC | $759K | $730.9M |
| LPL Financial LLC | $566.6M | $156.5M |
| Raymond James Financial Inc. | $210.8M | $414.7M |
| Envestnet Asset Management Inc. | $359.4M | $135.1M |
| HighTower Advisors, LLC | $304.8M | $159.5M |
| Wells Fargo & Company | $261.5M | $109.9M |
| JPMorgan Chase & Co | $8.9M | $356.9M |
| Northwestern Mutual Wealth Management Co | $84.0M | $222.0M |
| Mariner, LLC | $32.5M | $253.5M |
| Modern Wealth Management, LLC | $73.7M | $201.9M |
| Cetera Investment Advisers | $67.6M | $164.2M |
| Janney Montgomery Scott LLC | $30.9M | $176.8M |
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: PYLD institutional holders, JCPB institutional holders.
Frequently asked questions
Do institutions hold both PYLD and JCPB?
240 Form 13F filers report positions in both, out of 957 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%.