PSDM vs MUNY overlap

PSDM and MUNY overlap 0.0% by weight, across 0 shared holdings.

PSDMMUNY

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PSDM0.0% of the fund is in shared holdings, of 565

MUNY0.0% of the fund is in shared holdings, of 3,390

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; MUNY, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 88 holding any

PSDM9.2% of its 13F dollars, 14.3% of its 35 holders

MUNY3.9% of its 13F dollars, 8.6% of its 58 holders

Largest institutions holding both

Firm	PSDM	MUNY
Raymond James Financial Inc.	$5.0M	$598K
LPL Financial LLC	$3.2M	$1.7M
Commonwealth Equity Services, LLC	$1.8M	$1.8M
Jane Street Group, LLC	$627K	$297K
Cetera Investment Advisers	$270K	$269K

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, MUNY institutional holders.

Frequently asked questions

How much do PSDM and MUNY overlap?

0.0% by weight, with 0 holdings in common, using holdings for PSDM as of May 29, 2026 and MUNY as of May 31, 2026.

Do institutions hold both PSDM and MUNY?

5 Form 13F filers report positions in both, out of 88 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%.