XIMR vs PBAU overlap
4 institutions report holding both XIMR and PBAU.
XIMRPBAU
Pick 2 to 4 ETFs.
We don’t have holdings for PBAU. 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.
4
institutions report holding both, of 38 holding any
XIMR7.7% of its 13F dollars, 16.7% of its 24 holders
PBAU8.0% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | XIMR | PBAU |
|---|---|---|
| Kestra Advisory Services, LLC | $663K | $1.1M |
| Old Mission Capital LLC | $671K | $349K |
| Commonwealth Equity Services, LLC | $247K | $470K |
| Harbour Investments, Inc. | $440K | $175K |
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: XIMR institutional holders, PBAU institutional holders.
Frequently asked questions
Do institutions hold both XIMR and PBAU?
4 Form 13F filers report positions in both, out of 38 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%.