PSK vs DBA overlap
43 institutions report holding both PSK and DBA.
PSKDBA
Pick 2 to 4 ETFs.
We don’t have holdings for DBA. 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.
43
institutions report holding both, of 277 holding any
PSK51.1% of its 13F dollars, 27.9% of its 154 holders
DBA39.2% of its 13F dollars, 25.9% of its 166 holders
Largest institutions holding both
| Firm | PSK | DBA |
|---|---|---|
| Morgan Stanley | $34.2M | $41.1M |
| Wells Fargo & Company | $43.7M | $26.9M |
| Royal Bank of Canada | $30.4M | $5.5M |
| Bank of America Corp. | $7.8M | $15.8M |
| LPL Financial LLC | $12.7M | $8.9M |
| Envestnet Asset Management Inc. | $19.1M | $698K |
| Raymond James Financial Inc. | $13.2M | $2.1M |
| JPMorgan Chase & Co | $1.5M | $13.8M |
| UBS Group AG | $8.1M | $4.4M |
| Cetera Investment Advisers | $4.3M | $4.6M |
| Ameriprise Financial Inc. | $2.4M | $5.4M |
| &Partners | $4.0M | $789K |
| Rockefeller Capital Management L.P. | $1.4M | $2.6M |
| PNC Financial Services Group, Inc. | $3.6M | $75K |
| Simplex Trading, LLC | $396 | $3.6M |
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: PSK institutional holders, DBA institutional holders.
Frequently asked questions
Do institutions hold both PSK and DBA?
43 Form 13F filers report positions in both, out of 277 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%.