PSFM vs JUNM overlap
3 institutions report holding both PSFM and JUNM.
PSFMJUNM
Pick 2 to 4 ETFs.
We don’t have holdings for PSFM, JUNM. 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.
3
institutions report holding both, of 64 holding any
PSFM1.6% of its 13F dollars, 30.0% of its 10 holders
JUNM2.2% of its 13F dollars, 5.3% of its 57 holders
Largest institutions holding both
| Firm | PSFM | JUNM |
|---|---|---|
| Osaic Holdings, Inc. | $541K | $650K |
| Ameritas Advisory Services, LLC | $6K | $245K |
| Financial Network Wealth Advisors LLC | $94K | $4K |
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: PSFM institutional holders, JUNM institutional holders.
Frequently asked questions
Do institutions hold both PSFM and JUNM?
3 Form 13F filers report positions in both, out of 64 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%.