PCMM vs CAFX overlap
8 institutions report holding both PCMM and CAFX.
PCMMCAFX
Pick 2 to 4 ETFs.
We don’t have holdings for PCMM. 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.
8
institutions report holding both, of 94 holding any
PCMM21.0% of its 13F dollars, 10.4% of its 77 holders
CAFX57.0% of its 13F dollars, 32.0% of its 25 holders
Largest institutions holding both
| Firm | PCMM | CAFX |
|---|---|---|
| Envestnet Asset Management Inc. | $11.8M | $64.0M |
| MML Investors Services, LLC | $4.2M | $9.0M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $512K |
| LPL Financial LLC | $1.9M | $3.5M |
| Janney Montgomery Scott LLC | $2.7M | $2.1M |
| Citadel Advisors LLC | $2.2M | $2.3M |
| Jane Street Group, LLC | $1.4M | $908K |
| Farther Finance Advisors, LLC | $1.6M | $350K |
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: PCMM institutional holders, CAFX institutional holders.
Frequently asked questions
Do institutions hold both PCMM and CAFX?
8 Form 13F filers report positions in both, out of 94 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%.