PSFO vs PSFJ overlap
6 institutions report holding both PSFO and PSFJ.
PSFOPSFJ
Pick 2 to 4 ETFs.
We don’t have holdings for PSFO, PSFJ. 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.
6
institutions report holding both, of 19 holding any
PSFO94.5% of its 13F dollars, 50.0% of its 12 holders
PSFJ87.5% of its 13F dollars, 46.1% of its 13 holders
Largest institutions holding both
| Firm | PSFO | PSFJ |
|---|---|---|
| Pacer Advisors, Inc. | $29.1M | $25.7M |
| Swan Global Investments, LLC | $29.1M | $25.7M |
| Osaic Holdings, Inc. | $223K | $937K |
| Financial Network Wealth Advisors LLC | $368K | $372K |
| Blue Bell Private Wealth Management, LLC | $128K | $281K |
| UBS Group AG | $15K | $21K |
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, PSFJ institutional holders.
Frequently asked questions
Do institutions hold both PSFO and PSFJ?
6 Form 13F filers report positions in both, out of 19 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%.