SNOV vs PSFM overlap
2 institutions report holding both SNOV and PSFM.
SNOVPSFM
Pick 2 to 4 ETFs.
We don’t have holdings for SNOV, PSFM. 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 63 holding any
SNOV17.0% of its 13F dollars, 3.6% of its 55 holders
PSFM1.5% of its 13F dollars, 20.0% of its 10 holders
Largest institutions holding both
| Firm | SNOV | PSFM |
|---|---|---|
| Osaic Holdings, Inc. | $6.4M | $541K |
| Rockefeller Capital Management L.P. | $317K | $59K |
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: SNOV institutional holders, PSFM institutional holders.
Frequently asked questions
Do institutions hold both SNOV and PSFM?
2 Form 13F filers report positions in both, out of 63 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%.