PGRO vs MSML overlap
7 institutions report holding both PGRO and MSML.
PGROMSML
Pick 2 to 4 ETFs.
We don’t have holdings for PGRO. 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.
7
institutions report holding both, of 104 holding any
PGRO30.0% of its 13F dollars, 30.4% of its 23 holders
MSML32.0% of its 13F dollars, 8.0% of its 88 holders
Largest institutions holding both
| Firm | PGRO | MSML |
|---|---|---|
| Cetera Investment Advisers | $25.4M | $20.5M |
| LPL Financial LLC | $3.6M | $15.0M |
| HighTower Advisors, LLC | $4.5M | $2.0M |
| Aptus Capital Advisors, LLC | $1.0M | $310K |
| Janney Montgomery Scott LLC | $785K | $233K |
| Osaic Holdings, Inc. | $39K | $778K |
| Assetmark, Inc. | $6K | $59K |
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: PGRO institutional holders, MSML institutional holders.
Frequently asked questions
Do institutions hold both PGRO and MSML?
7 Form 13F filers report positions in both, out of 104 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%.