PSMR vs KAPR overlap
7 institutions report holding both PSMR and KAPR.
PSMRKAPR
Pick 2 to 4 ETFs.
We don’t have holdings for PSMR, KAPR. 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.
7
institutions report holding both, of 112 holding any
PSMR3.0% of its 13F dollars, 50.0% of its 14 holders
KAPR8.8% of its 13F dollars, 6.7% of its 105 holders
Largest institutions holding both
| Firm | PSMR | KAPR |
|---|---|---|
| Osaic Holdings, Inc. | $845K | $6.6M |
| LPL Financial LLC | $1.3M | $4.6M |
| Susquehanna International Group, LLP | $1.8M | $509K |
| Advisory Services Network, LLC | $349K | $1.1M |
| DHJJ Financial Advisors, Ltd. | $161 | $1.1M |
| Foundations Investment Advisors, LLC | $690K | $235K |
| Blue Bell Private Wealth Management, LLC | $16K | $186K |
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, KAPR institutional holders.
Frequently asked questions
Do institutions hold both PSMR and KAPR?
7 Form 13F filers report positions in both, out of 112 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%.