PSCW vs KOCT overlap
6 institutions report holding both PSCW and KOCT.
PSCWKOCT
Pick 2 to 4 ETFs.
We don’t have holdings for PSCW, KOCT. 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.
6
institutions report holding both, of 99 holding any
PSCW3.9% of its 13F dollars, 66.7% of its 9 holders
KOCT13.7% of its 13F dollars, 6.3% of its 96 holders
Largest institutions holding both
| Firm | PSCW | KOCT |
|---|---|---|
| Osaic Holdings, Inc. | $739K | $6.8M |
| Cetera Investment Advisers | $1.8M | $5.1M |
| Blue Bell Private Wealth Management, LLC | $6K | $1.7M |
| MML Investors Services, LLC | $1.0M | $358K |
| Goldman Sachs Group Inc. | $304K | $833K |
| Advisory Services Network, LLC | $391K | $559K |
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, KOCT institutional holders.
Frequently asked questions
Do institutions hold both PSCW and KOCT?
6 Form 13F filers report positions in both, out of 99 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%.