XVV vs PDBA overlap
16 institutions report holding both XVV and PDBA.
XVVPDBA
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.
16
institutions report holding both, of 205 holding any
XVV13.7% of its 13F dollars, 10.1% of its 159 holders
PDBA22.7% of its 13F dollars, 25.8% of its 62 holders
Largest institutions holding both
| Firm | XVV | PDBA |
|---|---|---|
| LPL Financial LLC | $17.4M | $5.8M |
| Osaic Holdings, Inc. | $656K | $10.8M |
| Eastern Bank | $73K | $11.2M |
| Susquehanna International Group, LLP | $1.3M | $5.6M |
| Envestnet Asset Management Inc. | $1.7M | $5.0M |
| Farther Finance Advisors, LLC | $18K | $4.9M |
| Bank of America Corp. | $1.7M | $531K |
| Royal Bank of Canada | $1.8M | $6K |
| Jane Street Group, LLC | $299K | $1.5M |
| MML Investors Services, LLC | $1.4M | $247K |
| Integrated Wealth Concepts LLC | $617K | $43K |
| NewEdge Advisors, LLC | $490K | $107K |
| Rockefeller Capital Management L.P. | $403K | $167K |
| Smithfield Trust Co | $153K | $250K |
| Assetmark, Inc. | $88K | $293K |
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: XVV institutional holders, PDBA institutional holders.
Frequently asked questions
Do institutions hold both XVV and PDBA?
16 Form 13F filers report positions in both, out of 205 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%.