PSCJ vs MAXJ overlap
2 institutions report holding both PSCJ and MAXJ.
PSCJMAXJ
Pick 2 to 4 ETFs.
We don’t have holdings for PSCJ. 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.
2
institutions report holding both, of 54 holding any
PSCJ1.5% of its 13F dollars, 20.0% of its 10 holders
MAXJ1.4% of its 13F dollars, 4.3% of its 46 holders
Largest institutions holding both
| Firm | PSCJ | MAXJ |
|---|---|---|
| Citadel Advisors LLC | $722K | $1.0M |
| Osaic Holdings, Inc. | $411K | $30K |
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: PSCJ institutional holders, MAXJ institutional holders.
Frequently asked questions
Do institutions hold both PSCJ and MAXJ?
2 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%.