SSXU vs PSR overlap

SSXU and PSR overlap 0.0% by weight, across 0 shared holdings.

SSXUPSR

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SSXU0.0% of the fund is in shared holdings, of 18

PSR0.0% of the fund is in shared holdings, of 31

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: SSXU, SEC Form N-PORT, July 31, 2026; PSR, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 50 holding any

SSXU6.0% of its 13F dollars, 33.3% of its 9 holders

PSR37.3% of its 13F dollars, 6.8% of its 44 holders

Largest institutions holding both

Firm	SSXU	PSR
LPL Financial LLC	$447K	$9.8M
Raymond James Financial Inc.	$1.5M	$1.5M
Morgan Stanley	$16K	$854K

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: SSXU institutional holders, PSR institutional holders.

Frequently asked questions

How much do SSXU and PSR overlap?

0.0% by weight, with 0 holdings in common, using holdings for SSXU as of July 31, 2026 and PSR as of July 31, 2026.

Do institutions hold both SSXU and PSR?

3 Form 13F filers report positions in both, out of 50 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%.