PSFM vs OCTB overlap
1 institutions report holding both PSFM and OCTB.
PSFMOCTB
Pick 2 to 4 ETFs.
We don’t have holdings for PSFM, OCTB. 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.
1
institutions report holding both, of 18 holding any
PSFM6.4% of its 13F dollars, 10.0% of its 10 holders
OCTB14.1% of its 13F dollars, 11.1% of its 9 holders
Largest institutions holding both
| Firm | PSFM | OCTB |
|---|---|---|
| Blue Bell Private Wealth Management, LLC | $2.6M | $5.8M |
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, OCTB institutional holders.
Frequently asked questions
Do institutions hold both PSFM and OCTB?
1 Form 13F filers report positions in both, out of 18 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%.