PSMD vs APRW overlap
8 institutions report holding both PSMD and APRW.
PSMDAPRW
Pick 2 to 4 ETFs.
We don’t have holdings for PSMD, APRW. 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.
8
institutions report holding both, of 76 holding any
PSMD2.3% of its 13F dollars, 50.0% of its 16 holders
APRW37.6% of its 13F dollars, 11.8% of its 68 holders
Largest institutions holding both
| Firm | PSMD | APRW |
|---|---|---|
| Commonwealth Equity Services, LLC | $456K | $33.4M |
| Osaic Holdings, Inc. | $1.6M | $14.9M |
| Cetera Investment Advisers | $383K | $8.3M |
| Susquehanna International Group, LLP | $875K | $2.4M |
| Kestra Advisory Services, LLC | $221K | $2.7M |
| Independent Financial Group, LLC | $273K | $767K |
| DHJJ Financial Advisors, Ltd. | $5K | $202K |
| Blue Bell Private Wealth Management, LLC | $40K | $26K |
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: PSMD institutional holders, APRW institutional holders.
Frequently asked questions
Do institutions hold both PSMD and APRW?
8 Form 13F filers report positions in both, out of 76 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%.