PSQA vs BRIF overlap
2 institutions report holding both PSQA and BRIF.
PSQABRIF
Pick 2 to 4 ETFs.
We don’t have holdings for PSQA. 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.
2
institutions report holding both, of 28 holding any
PSQA0.8% of its 13F dollars, 10.5% of its 19 holders
BRIF88.2% of its 13F dollars, 18.2% of its 11 holders
Largest institutions holding both
| Firm | PSQA | BRIF |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $298K | $98.9M |
| JPMorgan Chase & Co | $556K | $366 |
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: PSQA institutional holders, BRIF institutional holders.
Frequently asked questions
Do institutions hold both PSQA and BRIF?
2 Form 13F filers report positions in both, out of 28 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%.