PYLD vs PULS overlap
208 institutions report holding both PYLD and PULS.
PYLDPULS
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.
208
institutions report holding both, of 952 holding any
PYLD58.8% of its 13F dollars, 30.1% of its 691 holders
PULS75.7% of its 13F dollars, 44.4% of its 469 holders
Largest institutions holding both
| Firm | PYLD | PULS |
|---|---|---|
| JPMorgan Chase & Co | $8.9M | $2.5B |
| Morgan Stanley | $616.1M | $925.6M |
| Bank of America Corp. | $664.6M | $601.4M |
| LPL Financial LLC | $566.6M | $692.8M |
| Charles Schwab Investment Management Inc. | $620.7M | $200.6M |
| Wells Fargo & Company | $261.5M | $438.7M |
| Raymond James Financial Inc. | $210.8M | $265.9M |
| Envestnet Asset Management Inc. | $359.4M | $51.1M |
| UBS Group AG | $148.8M | $222.9M |
| Cetera Investment Advisers | $67.6M | $289.3M |
| HighTower Advisors, LLC | $304.8M | $18.9M |
| FMR LLC | $325K | $311.0M |
| NewEdge Advisors, LLC | $171.0M | $101.6M |
| Kensington Asset Management, LLC | $46.2M | $218.4M |
| PNC Financial Services Group, Inc. | $88K | $260.4M |
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, PULS institutional holders.
Frequently asked questions
Do institutions hold both PYLD and PULS?
208 Form 13F filers report positions in both, out of 952 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%.