ZAPR vs PBJL overlap
4 institutions report holding both ZAPR and PBJL.
ZAPRPBJL
Pick 2 to 4 ETFs.
We don’t have holdings for ZAPR, PBJL. 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 71 holding any
ZAPR7.3% of its 13F dollars, 6.8% of its 59 holders
PBJL13.3% of its 13F dollars, 25.0% of its 16 holders
Largest institutions holding both
| Firm | ZAPR | PBJL |
|---|---|---|
| Centaurus Financial, Inc. | $263K | $4.4M |
| Commonwealth Equity Services, LLC | $2.1M | $1.0M |
| Raymond James Financial Inc. | $949K | $471K |
| DHJJ Financial Advisors, Ltd. | $69K | $203K |
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: ZAPR institutional holders, PBJL institutional holders.
Frequently asked questions
Do institutions hold both ZAPR and PBJL?
4 Form 13F filers report positions in both, out of 71 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%.