PSMR vs DECW overlap
5 institutions report holding both PSMR and DECW.
PSMRDECW
Pick 2 to 4 ETFs.
We don’t have holdings for PSMR, DECW. 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 94 holding any
PSMR2.7% of its 13F dollars, 35.7% of its 14 holders
DECW13.2% of its 13F dollars, 5.9% of its 85 holders
Largest institutions holding both
| Firm | PSMR | DECW |
|---|---|---|
| Osaic Holdings, Inc. | $845K | $11.4M |
| LPL Financial LLC | $1.3M | $8.3M |
| Susquehanna International Group, LLP | $1.8M | $1.2M |
| Old Mission Capital LLC | $462K | $631K |
| DHJJ Financial Advisors, Ltd. | $161 | $39K |
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: PSMR institutional holders, DECW institutional holders.
Frequently asked questions
Do institutions hold both PSMR and DECW?
5 Form 13F filers report positions in both, out of 94 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%.