PSQA vs COM overlap
4 institutions report holding both PSQA and COM.
PSQACOM
Pick 2 to 4 ETFs.
We don’t have holdings for PSQA, COM. 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.
4
institutions report holding both, of 86 holding any
PSQA1.5% of its 13F dollars, 21.1% of its 19 holders
COM0.8% of its 13F dollars, 5.6% of its 71 holders
Largest institutions holding both
| Firm | PSQA | COM |
|---|---|---|
| Jane Street Group, LLC | $671K | $593K |
| Farther Finance Advisors, LLC | $371K | $239K |
| JPMorgan Chase & Co | $556K | $423 |
| Wells Fargo & Company | $90K | $1K |
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, COM institutional holders.
Frequently asked questions
Do institutions hold both PSQA and COM?
4 Form 13F filers report positions in both, out of 86 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%.