RUNN vs PSQO overlap
3 institutions report holding both RUNN and PSQO.
RUNNPSQO
Pick 2 to 4 ETFs.
We don’t have holdings for PSQO. 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.
3
institutions report holding both, of 60 holding any
RUNN1.1% of its 13F dollars, 7.3% of its 41 holders
PSQO1.4% of its 13F dollars, 13.6% of its 22 holders
Largest institutions holding both
| Firm | RUNN | PSQO |
|---|---|---|
| BlackDiamond Wealth Management, LLC | $1.3M | $2.0M |
| MGO One Seven LLC | $562K | $205K |
| JPMorgan Chase & Co | $33K | $271K |
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: RUNN institutional holders, PSQO institutional holders.
Frequently asked questions
Do institutions hold both RUNN and PSQO?
3 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%.