PCMM vs FCAL overlap
20 institutions report holding both PCMM and FCAL.
PCMMFCAL
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.
20
institutions report holding both, of 144 holding any
PCMM18.1% of its 13F dollars, 26.0% of its 77 holders
FCAL52.8% of its 13F dollars, 23.0% of its 87 holders
Largest institutions holding both
| Firm | PCMM | FCAL |
|---|---|---|
| LPL Financial LLC | $1.9M | $51.3M |
| Morgan Stanley | $2K | $10.7M |
| Cambridge Investment Research Advisors, Inc. | $4.9M | $1.6M |
| Cetera Investment Advisers | $817K | $4.3M |
| Compound Planning, Inc. | $3.2M | $1.7M |
| Wealth Enhancement Advisory Services, LLC | $3.3M | $203K |
| Inspire Advisors, LLC | $2.6M | $469K |
| MGO One Seven LLC | $874K | $1.5M |
| Citadel Advisors LLC | $2.2M | $223K |
| Jane Street Group, LLC | $1.4M | $787K |
| Farther Finance Advisors, LLC | $1.6M | $621K |
| Mutual Advisors, LLC | $1.2M | $844K |
| Savvy Advisors, Inc. | $1.0M | $1.0M |
| Royal Bank of Canada | $1.1M | $493K |
| NewEdge Advisors, LLC | $142K | $359K |
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, FCAL institutional holders.
Frequently asked questions
Do institutions hold both PCMM and FCAL?
20 Form 13F filers report positions in both, out of 144 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%.