PSMD vs DMAR overlap
7 institutions report holding both PSMD and DMAR.
PSMDDMAR
Pick 2 to 4 ETFs.
We don’t have holdings for PSMD, DMAR. 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.
7
institutions report holding both, of 106 holding any
PSMD2.2% of its 13F dollars, 43.8% of its 16 holders
DMAR15.9% of its 13F dollars, 7.2% of its 97 holders
Largest institutions holding both
| Firm | PSMD | DMAR |
|---|---|---|
| Kestra Advisory Services, LLC | $221K | $8.3M |
| Cetera Investment Advisers | $383K | $7.5M |
| Osaic Holdings, Inc. | $1.6M | $4.7M |
| Commonwealth Equity Services, LLC | $456K | $4.6M |
| Susquehanna International Group, LLP | $875K | $1.1M |
| Blue Bell Private Wealth Management, LLC | $40K | $81K |
| DHJJ Financial Advisors, Ltd. | $5K | $76K |
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, DMAR institutional holders.
Frequently asked questions
Do institutions hold both PSMD and DMAR?
7 Form 13F filers report positions in both, out of 106 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%.