PSCE vs MEDI overlap

PSCE and MEDI overlap 0.0% by weight, across 0 shared holdings.

PSCEMEDI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PSCE0.0% of the fund is in shared holdings, of 31

MEDI0.0% of the fund is in shared holdings, of 44

These funds report on different dates (PSCE: May 31, 2026, MEDI: 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

These funds hold nothing in common.

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: PSCE, SEC Form N-PORT, May 31, 2026; MEDI, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 54 holding any

PSCE17.3% of its 13F dollars, 10.4% of its 48 holders

MEDI37.7% of its 13F dollars, 45.5% of its 11 holders

Largest institutions holding both

Firm	PSCE	MEDI
LPL Financial LLC	$2.9M	$8.0M
Citadel Advisors LLC	$642K	$709K
Osaic Holdings, Inc.	$284K	$744K
Susquehanna International Group, LLP	$607K	$379K
Steward Partners Investment Advisory, LLC	$1K	$11K

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: PSCE institutional holders, MEDI institutional holders.

Frequently asked questions

How much do PSCE and MEDI overlap?

0.0% by weight, with 0 holdings in common, using holdings for PSCE as of May 31, 2026 and MEDI as of July 31, 2026.

Do institutions hold both PSCE and MEDI?

5 Form 13F filers report positions in both, out of 54 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%.