PSQA vs BTCO overlap
2 institutions report holding both PSQA and BTCO.
PSQABTCO
Pick 2 to 4 ETFs.
We don’t have holdings for PSQA, BTCO. 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 68 holding any
PSQA0.6% of its 13F dollars, 10.5% of its 19 holders
BTCO11.5% of its 13F dollars, 3.9% of its 51 holders
Largest institutions holding both
| Firm | PSQA | BTCO |
|---|---|---|
| Wells Fargo & Company | $90K | $12.9M |
| JPMorgan Chase & Co | $556K | $6K |
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, BTCO institutional holders.
Frequently asked questions
Do institutions hold both PSQA and BTCO?
2 Form 13F filers report positions in both, out of 68 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%.