PSMJ vs DMAY overlap
8 institutions report holding both PSMJ and DMAY.
PSMJDMAY
Pick 2 to 4 ETFs.
We don’t have holdings for PSMJ, 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.
8
institutions report holding both, of 111 holding any
PSMJ3.6% of its 13F dollars, 50.0% of its 16 holders
DMAY17.2% of its 13F dollars, 7.8% of its 103 holders
Largest institutions holding both
| Firm | PSMJ | DMAY |
|---|---|---|
| Commonwealth Equity Services, LLC | $734K | $8.1M |
| Kestra Advisory Services, LLC | $238K | $7.0M |
| LPL Financial LLC | $1.6M | $5.3M |
| Osaic Holdings, Inc. | $2.1M | $4.2M |
| Harbour Investments, Inc. | $66K | $3.2M |
| Ameritas Advisory Services, LLC | $450K | $680K |
| Rockefeller Capital Management L.P. | $887K | $169K |
| DHJJ Financial Advisors, Ltd. | $2K | $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: PSMJ institutional holders, DMAY institutional holders.
Frequently asked questions
Do institutions hold both PSMJ and DMAY?
8 Form 13F filers report positions in both, out of 111 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%.