PSMO vs BUFP overlap
5 institutions report holding both PSMO and BUFP.
PSMOBUFP
Pick 2 to 4 ETFs.
We don’t have holdings for PSMO. 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.
5
institutions report holding both, of 49 holding any
PSMO2.5% of its 13F dollars, 33.3% of its 15 holders
BUFP22.9% of its 13F dollars, 12.8% of its 39 holders
Largest institutions holding both
| Firm | PSMO | BUFP |
|---|---|---|
| LPL Financial LLC | $312K | $22.3M |
| Commonwealth Equity Services, LLC | $1.2M | $13.5M |
| Cetera Investment Advisers | $1.2M | $5.1M |
| Osaic Holdings, Inc. | $1.1M | $75K |
| Old Mission Capital LLC | $508K | $400K |
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, BUFP institutional holders.
Frequently asked questions
Do institutions hold both PSMO and BUFP?
5 Form 13F filers report positions in both, out of 49 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%.