YEAR vs PMBS overlap
27 institutions report holding both YEAR and PMBS.
YEARPMBS
Pick 2 to 4 ETFs.
We don’t have holdings for PMBS. 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.
27
institutions report holding both, of 172 holding any
YEAR21.5% of its 13F dollars, 29.0% of its 93 holders
PMBS15.1% of its 13F dollars, 25.5% of its 106 holders
Largest institutions holding both
| Firm | YEAR | PMBS |
|---|---|---|
| LPL Financial LLC | $153.3M | $40.2M |
| Raymond James Financial Inc. | $46.6M | $7.6M |
| Wealth Enhancement Advisory Services, LLC | $1.4M | $49.4M |
| Envestnet Asset Management Inc. | $7.8M | $15.3M |
| NewEdge Advisors, LLC | $1.3M | $19.1M |
| Integrated Wealth Concepts LLC | $602K | $12.9M |
| Truist Financial Corp. | $12.9M | $484K |
| Cambridge Investment Research Advisors, Inc. | $7.3M | $6.1M |
| Commonwealth Equity Services, LLC | $6.3M | $5.1M |
| Osaic Holdings, Inc. | $7.8M | $2.6M |
| Cetera Investment Advisers | $3.4M | $7.0M |
| &Partners | $4.1M | $3.4M |
| RFG Advisory, LLC | $268K | $7.3M |
| Goldman Sachs Group Inc. | $3.8M | $1.9M |
| Mariner, LLC | $3.6M | $1.1M |
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: YEAR institutional holders, PMBS institutional holders.
Frequently asked questions
Do institutions hold both YEAR and PMBS?
27 Form 13F filers report positions in both, out of 172 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%.