PSCM vs PSCD overlap

PSCM and PSCD overlap 0.0% by weight, across 0 shared holdings.

PSCMPSCD

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PSCM0.0% of the fund is in shared holdings, of 24

PSCD0.0% of the fund is in shared holdings, of 88

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: PSCM, SEC Form N-PORT, May 31, 2026; PSCD, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 37 holding any

PSCM30.4% of its 13F dollars, 30.0% of its 20 holders

PSCD51.4% of its 13F dollars, 26.1% of its 23 holders

Largest institutions holding both

Firm	PSCM	PSCD
Virtu Financial LLC	$669K	$2.1M
PARR McKnight Wealth Management Group, LLC	$582K	$1.5M
Gladstone Institutional Advisory LLC	$407K	$399K
Jane Street Group, LLC	$470K	$252K
Morgan Stanley	$255K	$407K
Wells Fargo & Company	$10K	$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: PSCM institutional holders, PSCD institutional holders.

Frequently asked questions

How much do PSCM and PSCD overlap?

0.0% by weight, with 0 holdings in common, using holdings for PSCM as of May 31, 2026 and PSCD as of May 31, 2026.

Do institutions hold both PSCM and PSCD?

6 Form 13F filers report positions in both, out of 37 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%.