PSP vs BKCH overlap
PSP and BKCH overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PSP: July 31, 2026, BKCH: 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
These funds hold nothing in common.
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; BKCH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PSP | BKCH |
|---|---|---|
| Bank of America Corp. | $17.0M | $28.6M |
| JPMorgan Chase & Co | $3K | $35.9M |
| Morgan Stanley | $19.5M | $1.0M |
| LPL Financial LLC | $7.2M | $7.1M |
| Private Advisor Group, LLC | $292K | $9.5M |
| Wells Fargo & Company | $8.5M | $3K |
| Susquehanna International Group, LLP | $3.0M | $4.0M |
| Cetera Investment Advisers | $202K | $4.3M |
| Jane Street Group, LLC | $3.2M | $1.1M |
| Envestnet Asset Management Inc. | $3.0M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $970K | $2.1M |
| Farther Finance Advisors, LLC | $1.9M | $309K |
| UBS Group AG | $1.5M | $296K |
| Northwestern Mutual Wealth Management Co | $1.6M | $15K |
| Global Retirement Partners, LLC | $1.5M | $20K |
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, BKCH institutional holders.
Frequently asked questions
How much do PSP and BKCH overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSP as of July 31, 2026 and BKCH as of May 31, 2026.
Do institutions hold both PSP and BKCH?
30 Form 13F filers report positions in both, out of 133 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%.