PSL vs ISWN overlap

PSL and ISWN overlap 0.0% by weight, across 0 shared holdings.

PSLISWN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PSL0.0% of the fund is in shared holdings, of 47

ISWN0.0% of the fund is in shared holdings, of 10

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: PSL, SEC Form N-PORT, July 31, 2026; ISWN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 62 holding any

PSL18.7% of its 13F dollars, 6.8% of its 59 holders

ISWN2.3% of its 13F dollars, 57.1% of its 7 holders

Largest institutions holding both

Firm	PSL	ISWN
Morgan Stanley	$4.8M	$30
Susquehanna International Group, LLP	$1.6M	$559K
Osaic Holdings, Inc.	$326K	$9K
NewEdge Advisors, LLC	$3K	$242K

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: PSL institutional holders, ISWN institutional holders.

Frequently asked questions

How much do PSL and ISWN overlap?

0.0% by weight, with 0 holdings in common, using holdings for PSL as of July 31, 2026 and ISWN as of June 30, 2026.

Do institutions hold both PSL and ISWN?

4 Form 13F filers report positions in both, out of 62 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%.