PSMJ vs PSMD overlap
8 institutions report holding both PSMJ and PSMD.
PSMJPSMD
Pick 2 to 4 ETFs.
We don’t have holdings for PSMJ, PSMD. 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 24 holding any
PSMJ97.8% of its 13F dollars, 50.0% of its 16 holders
PSMD97.5% of its 13F dollars, 50.0% of its 16 holders
Largest institutions holding both
| Firm | PSMJ | PSMD |
|---|---|---|
| Swan Global Investments, LLC | $79.4M | $80.4M |
| Pacer Advisors, Inc. | $79.4M | $80.4M |
| Osaic Holdings, Inc. | $2.1M | $1.6M |
| Commonwealth Equity Services, LLC | $734K | $456K |
| Sovran Advisors, LLC | $437K | $253K |
| Kestra Advisory Services, LLC | $238K | $221K |
| Blue Bell Private Wealth Management, LLC | $375K | $40K |
| DHJJ Financial Advisors, Ltd. | $2K | $5K |
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, PSMD institutional holders.
Frequently asked questions
Do institutions hold both PSMJ and PSMD?
8 Form 13F filers report positions in both, out of 24 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%.