PSMO vs BMAY overlap
9 institutions report holding both PSMO and BMAY.
PSMOBMAY
Pick 2 to 4 ETFs.
We don’t have holdings for PSMO, BMAY. 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.
9
institutions report holding both, of 106 holding any
PSMO3.4% of its 13F dollars, 60.0% of its 15 holders
BMAY13.3% of its 13F dollars, 9.0% of its 100 holders
Largest institutions holding both
| Firm | PSMO | BMAY |
|---|---|---|
| Osaic Holdings, Inc. | $1.1M | $6.6M |
| Commonwealth Equity Services, LLC | $1.2M | $5.5M |
| Blue Bell Private Wealth Management, LLC | $607K | $4.5M |
| Cetera Investment Advisers | $1.2M | $3.1M |
| LPL Financial LLC | $312K | $1.9M |
| Independent Financial Group, LLC | $591K | $663K |
| Citadel Advisors LLC | $388K | $370K |
| Old Mission Capital LLC | $508K | $202K |
| Orion Capital Management LLC | $39K | $402K |
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: PSMO institutional holders, BMAY institutional holders.
Frequently asked questions
Do institutions hold both PSMO and BMAY?
9 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%.