PSCW vs DDFD overlap
3 institutions report holding both PSCW and DDFD.
PSCWDDFD
Pick 2 to 4 ETFs.
We don’t have holdings for PSCW, DDFD. 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.
3
institutions report holding both, of 62 holding any
PSCW3.3% of its 13F dollars, 33.3% of its 9 holders
DDFD12.3% of its 13F dollars, 5.4% of its 56 holders
Largest institutions holding both
| Firm | PSCW | DDFD |
|---|---|---|
| MML Investors Services, LLC | $1.0M | $6.6M |
| Osaic Holdings, Inc. | $739K | $6.2M |
| Cetera Investment Advisers | $1.8M | $1.0M |
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: PSCW institutional holders, DDFD institutional holders.
Frequently asked questions
Do institutions hold both PSCW and DDFD?
3 Form 13F filers report positions in both, out of 62 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%.