PSFD vs MAXJ overlap
4 institutions report holding both PSFD and MAXJ.
PSFDMAXJ
Pick 2 to 4 ETFs.
We don’t have holdings for PSFD. 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.
4
institutions report holding both, of 58 holding any
PSFD4.8% of its 13F dollars, 25.0% of its 16 holders
MAXJ3.5% of its 13F dollars, 8.7% of its 46 holders
Largest institutions holding both
| Firm | PSFD | MAXJ |
|---|---|---|
| Osaic Holdings, Inc. | $2.3M | $30K |
| Citadel Advisors LLC | $462K | $1.0M |
| Cetera Investment Advisers | $299K | $1.1M |
| LPL Financial LLC | $596K | $498K |
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: PSFD institutional holders, MAXJ institutional holders.
Frequently asked questions
Do institutions hold both PSFD and MAXJ?
4 Form 13F filers report positions in both, out of 58 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%.