PSQA vs ITWO overlap
4 institutions report holding both PSQA and ITWO.
PSQAITWO
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.
4
institutions report holding both, of 60 holding any
PSQA2.8% of its 13F dollars, 21.1% of its 19 holders
ITWO3.7% of its 13F dollars, 8.9% of its 45 holders
Largest institutions holding both
| Firm | PSQA | ITWO |
|---|---|---|
| JPMorgan Chase & Co | $556K | $3.2M |
| OneDigital Investment Advisors LLC | $2.0M | $239K |
| Endeavor Private Wealth, Inc. | $337K | $540K |
| Wealth Enhancement Advisory Services, LLC | $298K | $258K |
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, ITWO institutional holders.
Frequently asked questions
Do institutions hold both PSQA and ITWO?
4 Form 13F filers report positions in both, out of 60 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%.