PSFO vs EAPR overlap
5 institutions report holding both PSFO and EAPR.
PSFOEAPR
Pick 2 to 4 ETFs.
We don’t have holdings for PSFO, EAPR. 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.
5
institutions report holding both, of 77 holding any
PSFO2.8% of its 13F dollars, 41.7% of its 12 holders
EAPR6.0% of its 13F dollars, 7.1% of its 70 holders
Largest institutions holding both
| Firm | PSFO | EAPR |
|---|---|---|
| Old Mission Capital LLC | $791K | $905K |
| Osaic Holdings, Inc. | $223K | $1.5M |
| LPL Financial LLC | $228K | $1.1M |
| Financial Network Wealth Advisors LLC | $368K | $240K |
| Blue Bell Private Wealth Management, LLC | $128K | $34K |
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: PSFO institutional holders, EAPR institutional holders.
Frequently asked questions
Do institutions hold both PSFO and EAPR?
5 Form 13F filers report positions in both, out of 77 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%.