REZ vs PBOG overlap
8 institutions report holding both REZ and PBOG.
REZPBOG
Pick 2 to 4 ETFs.
We don’t have holdings for PBOG. 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.
8
institutions report holding both, of 169 holding any
REZ13.4% of its 13F dollars, 4.8% of its 166 holders
PBOG1.6% of its 13F dollars, 72.7% of its 11 holders
Largest institutions holding both
| Firm | REZ | PBOG |
|---|---|---|
| Morgan Stanley | $47.0M | $5K |
| Osaic Holdings, Inc. | $7.3M | $13K |
| Jane Street Group, LLC | $430K | $5.0M |
| Susquehanna International Group, LLP | $2.4M | $2.3M |
| UBS Group AG | $2.4M | $120K |
| CX Institutional | $1.3M | $16K |
| Jones Financial Companies LLLP | $713K | $6K |
| Allworth Financial LP | $28K | $15K |
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: REZ institutional holders, PBOG institutional holders.
Frequently asked questions
Do institutions hold both REZ and PBOG?
8 Form 13F filers report positions in both, out of 169 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%.