PSFF vs PMAR overlap
41 institutions report holding both PSFF and PMAR.
PSFFPMAR
Pick 2 to 4 ETFs.
We don’t have holdings for PMAR. 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.
41
institutions report holding both, of 264 holding any
PSFF68.2% of its 13F dollars, 44.1% of its 93 holders
PMAR28.1% of its 13F dollars, 19.3% of its 212 holders
Largest institutions holding both
| Firm | PSFF | PMAR |
|---|---|---|
| Osaic Holdings, Inc. | $55.6M | $35.9M |
| Cetera Investment Advisers | $63.3M | $14.8M |
| Allworth Financial LP | $62.6M | $54K |
| Envestnet Asset Management Inc. | $35.5M | $5.4M |
| Brookstone Capital Management | $1.9M | $33.8M |
| Commonwealth Equity Services, LLC | $9.3M | $14.4M |
| Ausdal Financial Partners, Inc. | $21.6M | $636K |
| Cambridge Investment Research Advisors, Inc. | $11.7M | $9.4M |
| MML Investors Services, LLC | $17.5M | $2.9M |
| LPL Financial LLC | $6.4M | $12.6M |
| Kestra Advisory Services, LLC | $7.8M | $9.2M |
| NewEdge Advisors, LLC | $12.5M | $2.4M |
| HighTower Advisors, LLC | $1.8M | $8.4M |
| Sigma Planning Corp | $8.1M | $392K |
| Merit Financial Group, LLC | $5.0M | $788K |
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, PMAR institutional holders.
Frequently asked questions
Do institutions hold both PSFF and PMAR?
41 Form 13F filers report positions in both, out of 264 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%.