UAE vs PMMF overlap
7 institutions report holding both UAE and PMMF.
UAEPMMF
Pick 2 to 4 ETFs.
We don’t have holdings for PMMF. 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 91 holding any
UAE36.8% of its 13F dollars, 12.1% of its 58 holders
PMMF53.6% of its 13F dollars, 17.5% of its 40 holders
Largest institutions holding both
| Firm | UAE | PMMF |
|---|---|---|
| BlackRock, Inc. | $66.5M | $100.3M |
| Royal Bank of Canada | $5.7M | $8.7M |
| Sanctuary Advisors, LLC | $984K | $1.6M |
| Bank of Montreal | $1.2M | $1.0M |
| Federation des caisses Desjardins du Quebec | $2.2M | $5K |
| Osaic Holdings, Inc. | $77K | $0 |
| Wells Fargo & Company | $9 | $165 |
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: UAE institutional holders, PMMF institutional holders.
Frequently asked questions
Do institutions hold both UAE and PMMF?
7 Form 13F filers report positions in both, out of 91 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%.