PSMD vs DMAY overlap
7 institutions report holding both PSMD and DMAY.
PSMDDMAY
Pick 2 to 4 ETFs.
We don’t have holdings for PSMD, DMAY. 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 112 holding any
PSMD2.2% of its 13F dollars, 43.8% of its 16 holders
DMAY14.7% of its 13F dollars, 6.8% of its 103 holders
Largest institutions holding both
| Firm | PSMD | DMAY |
|---|---|---|
| Commonwealth Equity Services, LLC | $456K | $8.1M |
| Kestra Advisory Services, LLC | $221K | $7.0M |
| Osaic Holdings, Inc. | $1.6M | $4.2M |
| Cetera Investment Advisers | $383K | $4.5M |
| Susquehanna International Group, LLP | $875K | $686K |
| UBS Group AG | $113K | $3K |
| DHJJ Financial Advisors, Ltd. | $5K | $59K |
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, DMAY institutional holders.
Frequently asked questions
Do institutions hold both PSMD and DMAY?
7 Form 13F filers report positions in both, out of 112 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%.