PRCS vs DHLX overlap
1 institutions report holding both PRCS and DHLX.
PRCSDHLX
Pick 2 to 4 ETFs.
We don’t have holdings for DHLX. 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.
1
institutions report holding both, of 34 holding any
PRCS7.1% of its 13F dollars, 3.5% of its 29 holders
DHLX68.3% of its 13F dollars, 16.7% of its 6 holders
Largest institutions holding both
| Firm | PRCS | DHLX |
|---|---|---|
| Allegheny Financial Group | $5.8M | $55.8M |
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: PRCS institutional holders, DHLX institutional holders.
Frequently asked questions
Do institutions hold both PRCS and DHLX?
1 Form 13F filers report positions in both, out of 34 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%.