SHDG vs PSMR overlap
2 institutions report holding both SHDG and PSMR.
SHDGPSMR
Pick 2 to 4 ETFs.
We don’t have holdings for PSMR. 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 21 holding any
SHDG0.7% of its 13F dollars, 22.2% of its 9 holders
PSMR1.4% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | SHDG | PSMR |
|---|---|---|
| Susquehanna International Group, LLP | $456K | $1.8M |
| Old Mission Capital LLC | $602K | $462K |
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: SHDG institutional holders, PSMR institutional holders.
Frequently asked questions
Do institutions hold both SHDG and PSMR?
2 Form 13F filers report positions in both, out of 21 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%.