PSTP vs IMAR overlap
16 institutions report holding both PSTP and IMAR.
PSTPIMAR
Pick 2 to 4 ETFs.
We don’t have holdings for PSTP, IMAR. 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.
16
institutions report holding both, of 110 holding any
PSTP48.8% of its 13F dollars, 29.6% of its 54 holders
IMAR21.6% of its 13F dollars, 22.2% of its 72 holders
Largest institutions holding both
| Firm | PSTP | IMAR |
|---|---|---|
| Commonwealth Equity Services, LLC | $11.7M | $2.3M |
| HighTower Advisors, LLC | $8.1M | $1.8M |
| Cetera Investment Advisers | $5.1M | $3.1M |
| Osaic Holdings, Inc. | $6.2M | $1.5M |
| AE Wealth Management LLC | $5.7M | $5K |
| Envestnet Asset Management Inc. | $2.8M | $2.1M |
| Harbour Investments, Inc. | $249K | $4.4M |
| Susquehanna International Group, LLP | $2.2M | $1.8M |
| Farther Finance Advisors, LLC | $2.3M | $15K |
| Kestra Advisory Services, LLC | $1.2M | $1.1M |
| LPL Financial LLC | $703K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $430K | $1.0M |
| Old Mission Capital LLC | $733K | $387K |
| IFP Advisors, Inc | $37 | $452K |
| Capital Investment Advisory Services, LLC | $426K | $2K |
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: PSTP institutional holders, IMAR institutional holders.
Frequently asked questions
Do institutions hold both PSTP and IMAR?
16 Form 13F filers report positions in both, out of 110 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%.