PSCQ vs BFRZ overlap
2 institutions report holding both PSCQ and BFRZ.
PSCQBFRZ
Pick 2 to 4 ETFs.
We don’t have holdings for PSCQ, BFRZ. 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 57 holding any
PSCQ2.2% of its 13F dollars, 25.0% of its 8 holders
BFRZ1.6% of its 13F dollars, 3.9% of its 51 holders
Largest institutions holding both
| Firm | PSCQ | BFRZ |
|---|---|---|
| Osaic Holdings, Inc. | $959K | $1.1M |
| Old Mission Capital LLC | $949K | $316K |
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: PSCQ institutional holders, BFRZ institutional holders.
Frequently asked questions
Do institutions hold both PSCQ and BFRZ?
2 Form 13F filers report positions in both, out of 57 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%.