PSDM vs CGHY overlap

PSDM and CGHY overlap 1.7% by weight, across 39 shared holdings.

PSDMCGHY

Pick 2 to 4 ETFs.

1.7%

overlap by weight, across 39 shared holdings

PSDM1.8% of the fund is in shared holdings, of 565

CGHY11.7% of the fund is in shared holdings, of 341

Top shared holdings

Holding	PSDM	CGHY	Overlap
Connect HoldingBSPEED	0.23%	0.21%	0.21%
Oracle Corp.ORCL	0.18%	0.14%	0.14%
Echostar Corp.SATS	0.14%	0.30%	0.14%
Meridian ARC HOLMERIDI	0.12%	0.16%	0.12%
Ford Motor CREDF	0.11%	0.18%	0.11%
Vistra OperationVST	0.07%	0.14%	0.07%
Black Pearl COMPBLKPRL	0.07%	0.43%	0.07%
Vistra OperationVST	0.07%	0.16%	0.07%
Asurion LLC/CoASUCOR	0.06%	0.47%	0.06%
Veglpl 6.125 12/15/30 144AVEGLPL	0.06%	0.10%	0.06%
Caesars ENTCZR	0.05%	0.67%	0.05%
Range Resources	0.05%	0.27%	0.05%
Cleveland-Cliffs	0.05%	0.19%	0.05%
Carnival Corp.CCL	0.05%	0.36%	0.05%
Bausch Health	0.05%	0.14%	0.05%

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: PSDM, SEC Form N-PORT, May 29, 2026; CGHY, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 65 holding any

PSDM26.4% of its 13F dollars, 31.4% of its 35 holders

CGHY30.7% of its 13F dollars, 26.8% of its 41 holders

Largest institutions holding both

Firm	PSDM	CGHY
Envestnet Asset Management Inc.	$14.3M	$19.9M
MML Investors Services, LLC	$1.7M	$4.4M
Cetera Investment Advisers	$270K	$5.5M
LPL Financial LLC	$3.2M	$1.9M
Osaic Holdings, Inc.	$3.0M	$1.6M
Steward Partners Investment Advisory, LLC	$4.6M	$40K
Commonwealth Equity Services, LLC	$1.8M	$1.9M
IFP Advisors, Inc	$1.6M	$276K
Jane Street Group, LLC	$627K	$872K
Stifel Financial Corp.	$316K	$382K
Harbour Investments, Inc.	$13K	$28K

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: PSDM institutional holders, CGHY institutional holders.

Frequently asked questions

How much do PSDM and CGHY overlap?

1.7% by weight, with 39 holdings in common, using holdings for PSDM as of May 29, 2026 and CGHY as of June 30, 2026. The largest shared position is BSPEED.

Do institutions hold both PSDM and CGHY?

11 Form 13F filers report positions in both, out of 65 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%.