XSW vs PDBA overlap
19 institutions report holding both XSW and PDBA.
XSWPDBA
Pick 2 to 4 ETFs.
We don’t have holdings for PDBA. 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.
19
institutions report holding both, of 175 holding any
XSW17.5% of its 13F dollars, 14.4% of its 132 holders
PDBA18.0% of its 13F dollars, 30.6% of its 62 holders
Largest institutions holding both
| Firm | XSW | PDBA |
|---|---|---|
| LPL Financial LLC | $12.8M | $5.8M |
| Osaic Holdings, Inc. | $1.7M | $10.8M |
| Bank of America Corp. | $7.5M | $531K |
| Susquehanna International Group, LLP | $2.2M | $5.6M |
| Envestnet Asset Management Inc. | $990K | $5.0M |
| Farther Finance Advisors, LLC | $515 | $4.9M |
| Royal Bank of Canada | $4.3M | $6K |
| Rockefeller Capital Management L.P. | $2.5M | $167K |
| Jane Street Group, LLC | $503K | $1.5M |
| HRT Financial LP | $747K | $1.1M |
| MML Investors Services, LLC | $1.5M | $247K |
| VestGen Advisors, LLC | $533K | $698K |
| Assetmark, Inc. | $7K | $293K |
| IFP Advisors, Inc | $92K | $62K |
| Integrated Wealth Concepts LLC | $104K | $43K |
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: XSW institutional holders, PDBA institutional holders.
Frequently asked questions
Do institutions hold both XSW and PDBA?
19 Form 13F filers report positions in both, out of 175 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%.