TEND vs PBDE overlap
1 institutions report holding both TEND and PBDE.
TENDPBDE
Pick 2 to 4 ETFs.
We don’t have holdings for PBDE. 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.
1
institutions report holding both, of 33 holding any
TEND8.2% of its 13F dollars, 6.7% of its 15 holders
PBDE21.6% of its 13F dollars, 5.3% of its 19 holders
Largest institutions holding both
| Firm | TEND | PBDE |
|---|---|---|
| Raymond James Financial Inc. | $2.9M | $7.8M |
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: TEND institutional holders, PBDE institutional holders.
Frequently asked questions
Do institutions hold both TEND and PBDE?
1 Form 13F filers report positions in both, out of 33 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%.