PSCD vs CAFG overlap
PSCD and CAFG overlap 9.5% by weight, across 12 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PSCD: May 31, 2026, CAFG: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | PSCD | CAFG | Overlap |
|---|---|---|---|
| ETSY Inc.ETSY | 3.00% | 1.25% | 1.25% |
| Stride Inc.LRN | 1.74% | 1.19% | 1.19% |
| Covista Inc.CVSA | 1.82% | 1.07% | 1.07% |
| Frontdoor Inc.FTDR | 2.00% | 0.92% | 0.92% |
| Perdoceo EducatiPRDO | 0.87% | 0.82% | 0.82% |
| Laureate EducatiLAUR | 1.92% | 0.73% | 0.73% |
| Peloton Intera-aPTON | 1.17% | 0.69% | 0.69% |
| Strategic EducatSTRA | 0.80% | 0.68% | 0.68% |
| Monarch CasinoMCRI | 0.65% | 1.00% | 0.65% |
| ADT Inc.ADT | 1.75% | 0.57% | 0.57% |
| The Buckle Inc.BKE | 0.62% | 0.49% | 0.49% |
| Winmark Corp.WINA | 0.50% | 0.48% | 0.48% |
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: PSCD, SEC Form N-PORT, May 31, 2026; CAFG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PSCD | CAFG |
|---|---|---|
| Osaic Holdings, Inc. | $315K | $120K |
| Morgan Stanley | $407K | $24K |
| Triumph Capital Management | $10K | $18K |
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: PSCD institutional holders, CAFG institutional holders.
Frequently asked questions
How much do PSCD and CAFG overlap?
9.5% by weight, with 12 holdings in common, using holdings for PSCD as of May 31, 2026 and CAFG as of July 31, 2026. The largest shared position is ETSY.
Do institutions hold both PSCD and CAFG?
3 Form 13F filers report positions in both, out of 39 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%.