PSDM vs LDSF overlap
PSDM and LDSF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PSDM, SEC Form N-PORT, May 29, 2026; LDSF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PSDM | LDSF |
|---|---|---|
| LPL Financial LLC | $3.2M | $31.3M |
| Envestnet Asset Management Inc. | $14.3M | $1.8M |
| Rockefeller Capital Management L.P. | $12.2M | $6K |
| Raymond James Financial Inc. | $5.0M | $6.6M |
| MML Investors Services, LLC | $1.7M | $4.0M |
| Steward Partners Investment Advisory, LLC | $4.6M | $19 |
| Osaic Holdings, Inc. | $3.0M | $314K |
| Citadel Advisors LLC | $2.0M | $786K |
| Commonwealth Equity Services, LLC | $1.8M | $680K |
| IFP Advisors, Inc | $1.6M | $197K |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $558K |
| Cetera Investment Advisers | $270K | $894K |
| Integrated Wealth Concepts LLC | $15K | $161K |
| Harbour Investments, Inc. | $13K | $130K |
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, LDSF institutional holders.
Frequently asked questions
How much do PSDM and LDSF overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSDM as of May 29, 2026 and LDSF as of May 31, 2026.
Do institutions hold both PSDM and LDSF?
14 Form 13F filers report positions in both, out of 77 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%.