PSH vs MBS overlap
PSH and MBS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PSH: May 29, 2026, MBS: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PSH, SEC Form N-PORT, May 29, 2026; MBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PSH | MBS |
|---|---|---|
| Osaic Holdings, Inc. | $851K | $45.8M |
| LPL Financial LLC | $17.0M | $1.5M |
| Envestnet Asset Management Inc. | $3.0M | $4.1M |
| Corient Private Wealth LP | $1.1M | $108K |
| Jane Street Group, LLC | $777K | $366K |
| Equitable Holdings, Inc. | $405K | $173K |
| Wells Fargo & Company | $6K | $279K |
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: PSH institutional holders, MBS institutional holders.
Frequently asked questions
How much do PSH and MBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSH as of May 29, 2026 and MBS as of July 31, 2026.
Do institutions hold both PSH and MBS?
7 Form 13F filers report positions in both, out of 65 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%.