PSP vs AVSE overlap

PSP and AVSE overlap 0.0% by weight, across 1 shared holdings.

PSPAVSE

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 1 shared holdings

PSP0.2% of the fund is in shared holdings, of 66

AVSE0.0% of the fund is in shared holdings, of 2,358

These funds report on different dates (PSP: July 31, 2026, AVSE: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

Holding	PSP	AVSE	Overlap
Woori Technology Investment Co Ltd041190	0.21%	0.00%	0.00%

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PSP, SEC Form N-PORT, July 31, 2026; AVSE, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 151 holding any

PSP39.5% of its 13F dollars, 13.8% of its 94 holders

AVSE10.3% of its 13F dollars, 18.6% of its 70 holders

Largest institutions holding both

Firm	PSP	AVSE
Morgan Stanley	$19.5M	$71K
LPL Financial LLC	$7.2M	$1.6M
Susquehanna International Group, LLP	$3.0M	$3.3M
Axxcess Wealth Management, LLC	$5.8M	$378K
Citadel Advisors LLC	$2.7M	$3.3M
Jane Street Group, LLC	$3.2M	$2.3M
Raymond James Financial Inc.	$2.0M	$1.6M
Envestnet Asset Management Inc.	$3.0M	$618K
Farther Finance Advisors, LLC	$1.9M	$128K
Global Retirement Partners, LLC	$1.5M	$76K
Osaic Holdings, Inc.	$1.2M	$2K
Royal Bank of Canada	$911K	$4K
Private Advisor Group, LLC	$292K	$367K

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: PSP institutional holders, AVSE institutional holders.

Frequently asked questions

How much do PSP and AVSE overlap?

0.0% by weight, with 1 holdings in common, using holdings for PSP as of July 31, 2026 and AVSE as of May 31, 2026. The largest shared position is 041190.

Do institutions hold both PSP and AVSE?

13 Form 13F filers report positions in both, out of 151 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%.