PSMJ vs APRW overlap
7 institutions report holding both PSMJ and APRW.
PSMJAPRW
Pick 2 to 4 ETFs.
We don’t have holdings for PSMJ, 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.
7
institutions report holding both, of 77 holding any
PSMJ3.0% of its 13F dollars, 43.8% of its 16 holders
APRW38.4% of its 13F dollars, 10.3% of its 68 holders
Largest institutions holding both
| Firm | PSMJ | APRW |
|---|---|---|
| Commonwealth Equity Services, LLC | $734K | $33.4M |
| Osaic Holdings, Inc. | $2.1M | $14.9M |
| LPL Financial LLC | $1.6M | $11.9M |
| Kestra Advisory Services, LLC | $238K | $2.7M |
| Harbour Investments, Inc. | $66K | $791K |
| Blue Bell Private Wealth Management, LLC | $375K | $26K |
| DHJJ Financial Advisors, Ltd. | $2K | $202K |
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: PSMJ institutional holders, APRW institutional holders.
Frequently asked questions
Do institutions hold both PSMJ and APRW?
7 Form 13F filers report positions in both, out of 77 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%.