PSFF vs HEGD overlap
PSFF and HEGD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PSFF: July 31, 2026, HEGD: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: PSFF, SEC Form N-PORT, July 31, 2026; HEGD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PSFF | HEGD |
|---|---|---|
| Cetera Investment Advisers | $63.3M | $777K |
| Envestnet Asset Management Inc. | $35.5M | $22.5M |
| Osaic Holdings, Inc. | $55.6M | $755K |
| NewEdge Advisors, LLC | $12.5M | $37.3M |
| LPL Financial LLC | $6.4M | $40.5M |
| Ausdal Financial Partners, Inc. | $21.6M | $10.0M |
| Cambridge Investment Research Advisors, Inc. | $11.7M | $15.5M |
| MML Investors Services, LLC | $17.5M | $694K |
| O'SHAughnessy Asset Management, LLC | $17K | $16.6M |
| Commonwealth Equity Services, LLC | $9.3M | $2.3M |
| Retirement GUYS Formula LLC | $755K | $7.9M |
| Kestra Advisory Services, LLC | $7.8M | $409K |
| J.W. Cole Advisors, Inc. | $701K | $5.7M |
| JPMorgan Chase & Co | $5.3M | $150K |
| Harbour Investments, Inc. | $3.4M | $147K |
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: PSFF institutional holders, HEGD institutional holders.
Frequently asked questions
How much do PSFF and HEGD overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSFF as of July 31, 2026 and HEGD as of May 31, 2026.
Do institutions hold both PSFF and HEGD?
25 Form 13F filers report positions in both, out of 152 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%.