PSCH vs DBE overlap
19 institutions report holding both PSCH and DBE.
PSCHDBE
Pick 2 to 4 ETFs.
We don’t have holdings for DBE. 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.
19
institutions report holding both, of 92 holding any
PSCH52.4% of its 13F dollars, 25.3% of its 75 holders
DBE58.7% of its 13F dollars, 52.8% of its 36 holders
Largest institutions holding both
| Firm | PSCH | DBE |
|---|---|---|
| Bank of America Corp. | $4.3M | $5.9M |
| Ameriprise Financial Inc. | $685K | $7.2M |
| LPL Financial LLC | $2.4M | $1.2M |
| Morgan Stanley | $2.6M | $88K |
| Wells Fargo & Company | $2.5M | $31K |
| Cetera Investment Advisers | $466K | $1.6M |
| Raymond James Financial Inc. | $1.1M | $948K |
| Envestnet Asset Management Inc. | $651K | $1.3M |
| Susquehanna International Group, LLP | $251K | $1.3M |
| Royal Bank of Canada | $1.3M | $71K |
| UBS Group AG | $1.1M | $132K |
| Cambridge Investment Research Advisors, Inc. | $608K | $490K |
| Steward Partners Investment Advisory, LLC | $145K | $426K |
| Osaic Holdings, Inc. | $417K | $70K |
| Jones Financial Companies LLLP | $169K | $5K |
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: PSCH institutional holders, DBE institutional holders.
Frequently asked questions
Do institutions hold both PSCH and DBE?
19 Form 13F filers report positions in both, out of 92 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%.