PSP vs FID overlap
PSP and FID overlap 0.7% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PSP | FID | Overlap |
|---|---|---|---|
| Partners Group JPGHN | 4.24% | 0.72% | 0.72% |
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; FID, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PSP | FID |
|---|---|---|
| LPL Financial LLC | $7.2M | $24.1M |
| Cambridge Investment Research Advisors, Inc. | $970K | $18.7M |
| Morgan Stanley | $19.5M | $90K |
| Envestnet Asset Management Inc. | $3.0M | $5.5M |
| Wells Fargo & Company | $8.5M | $36 |
| Raymond James Financial Inc. | $2.0M | $5.8M |
| Royal Bank of Canada | $911K | $4.4M |
| Susquehanna International Group, LLP | $3.0M | $1.6M |
| Osaic Holdings, Inc. | $1.2M | $2.1M |
| Citadel Advisors LLC | $2.7M | $389K |
| Cetera Investment Advisers | $202K | $2.9M |
| UBS Group AG | $1.5M | $16K |
| MML Investors Services, LLC | $745K | $520K |
| Darwin Wealth Management, LLC | $1.1M | $68K |
| Arax Advisory Partners | $973K | $95K |
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, FID institutional holders.
Frequently asked questions
How much do PSP and FID overlap?
0.7% by weight, with 1 holdings in common, using holdings for PSP as of July 31, 2026 and FID as of June 30, 2026. The largest shared position is PGHN.
Do institutions hold both PSP and FID?
27 Form 13F filers report positions in both, out of 140 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%.