PNOV vs PFEB overlap
149 institutions report holding both PNOV and PFEB.
PNOVPFEB
Pick 2 to 4 ETFs.
We don’t have holdings for PNOV, PFEB. 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.
149
institutions report holding both, of 289 holding any
PNOV90.6% of its 13F dollars, 70.3% of its 212 holders
PFEB89.7% of its 13F dollars, 65.9% of its 226 holders
Largest institutions holding both
| Firm | PNOV | PFEB |
|---|---|---|
| Alliancebernstein L.P. | $212.4M | $150.8M |
| Penserra Capital Management LLC | $74.3M | $73.6M |
| Osaic Holdings, Inc. | $26.5M | $53.1M |
| Brookstone Capital Management | $22.3M | $34.8M |
| Commonwealth Equity Services, LLC | $16.8M | $21.4M |
| Focus Partners Wealth | $17.9M | $19.4M |
| LPL Financial LLC | $16.7M | $13.8M |
| Kestra Advisory Services, LLC | $15.5M | $12.7M |
| Raymond James Financial Inc. | $11.7M | $13.8M |
| Cetera Investment Advisers | $13.2M | $11.2M |
| Beacon Pointe Advisors, LLC | $11.2M | $9.6M |
| Envestnet Asset Management Inc. | $11.3M | $9.5M |
| HighTower Advisors, LLC | $11.6M | $7.2M |
| Foundations Investment Advisors, LLC | $14.0M | $1.8M |
| Cambridge Investment Research Advisors, Inc. | $5.5M | $10.0M |
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: PNOV institutional holders, PFEB institutional holders.
Frequently asked questions
Do institutions hold both PNOV and PFEB?
149 Form 13F filers report positions in both, out of 289 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%.