PSCF vs PSCD overlap
PSCF and PSCD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PSCF, SEC Form N-PORT, May 31, 2026; PSCD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PSCF | PSCD |
|---|---|---|
| PARR McKnight Wealth Management Group, LLC | $2.8M | $1.5M |
| Virtu Financial LLC | $415K | $2.1M |
| Raymond James Financial Inc. | $2.0M | $501K |
| Susquehanna International Group, LLP | $896K | $214K |
| Morgan Stanley | $678K | $407K |
| Gladstone Institutional Advisory LLC | $592K | $399K |
| LPL Financial LLC | $296K | $340K |
| Osaic Holdings, Inc. | $25K | $315K |
| Jones Financial Companies LLLP | $165K | $4K |
| Steward Partners Investment Advisory, LLC | $24K | $49K |
| Triumph Capital Management | $9K | $10K |
| Key Financial Inc | $9K | $9K |
| Wells Fargo & Company | $3K | $3 |
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: PSCF institutional holders, PSCD institutional holders.
Frequently asked questions
How much do PSCF and PSCD overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSCF as of May 31, 2026 and PSCD as of May 31, 2026.
Do institutions hold both PSCF and PSCD?
13 Form 13F filers report positions in both, out of 29 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%.