PSC vs DON overlap
PSC and DON overlap 6.3% by weight, across 36 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PSC | DON | Overlap |
|---|---|---|---|
| Atlantic Union BAUB | 0.52% | 0.36% | 0.36% |
| Black Hills Corp.BKH | 0.53% | 0.36% | 0.36% |
| Portland GeneralPOR | 0.33% | 0.51% | 0.33% |
| Caretrust REICTRE | 0.42% | 0.32% | 0.32% |
| Argan Inc.AGX | 1.03% | 0.26% | 0.26% |
| Watts Water TE-aWTS | 0.40% | 0.26% | 0.26% |
| Hancock WhitneyHWC | 0.63% | 0.25% | 0.25% |
| ZURN Elkay WaterZWS | 0.28% | 0.23% | 0.23% |
| MOOG Inc.-Class aMOG/A | 0.46% | 0.23% | 0.23% |
| EnersysENS | 0.60% | 0.23% | 0.23% |
| Spire Inc.SR | 0.21% | 0.32% | 0.21% |
| Firstcash HoldinFCFS | 0.49% | 0.21% | 0.21% |
| ADV Energy INDSAEIS | 0.62% | 0.20% | 0.20% |
| Interdigital Inc.IDCC | 0.33% | 0.18% | 0.18% |
| Select INS GRPSIGI | 0.53% | 0.18% | 0.18% |
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PSC, SEC Form N-PORT, June 30, 2026; DON, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PSC | DON |
|---|---|---|
| Morgan Stanley | $129.5M | $139.9M |
| Bank of America Corp. | $4.6M | $255.6M |
| Ameriprise Financial Inc. | $166.6M | $78.7M |
| Raymond James Financial Inc. | $134.1M | $58.6M |
| Envestnet Asset Management Inc. | $184.9M | $6.6M |
| LPL Financial LLC | $84.3M | $99.7M |
| Principal Securities, Inc. | $172.3M | $2.5M |
| Wells Fargo & Company | $97.1M | $56.5M |
| UBS Group AG | $6K | $105.4M |
| Jones Financial Companies LLLP | $22K | $103.7M |
| Royal Bank of Canada | $24.8M | $29.8M |
| Commonwealth Equity Services, LLC | $12.5M | $28.5M |
| Wealth Enhancement Advisory Services, LLC | $33.1M | $7.0M |
| Osaic Holdings, Inc. | $10.3M | $27.1M |
| Northwestern Mutual Wealth Management Co | $16.5M | $13.7M |
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: PSC institutional holders, DON institutional holders.
Frequently asked questions
How much do PSC and DON overlap?
6.3% by weight, with 36 holdings in common, using holdings for PSC as of June 30, 2026 and DON as of June 30, 2026. The largest shared position is AUB.
Do institutions hold both PSC and DON?
54 Form 13F filers report positions in both, out of 527 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%.