SWAN vs PSQ overlap
10 institutions report holding both SWAN and PSQ.
SWANPSQ
Pick 2 to 4 ETFs.
We don’t have holdings for SWAN. 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.
10
institutions report holding both, of 103 holding any
SWAN8.0% of its 13F dollars, 28.6% of its 35 holders
PSQ32.7% of its 13F dollars, 12.8% of its 78 holders
Largest institutions holding both
| Firm | SWAN | PSQ |
|---|---|---|
| Morgan Stanley | $2K | $24.4M |
| LPL Financial LLC | $1.1M | $6.1M |
| NewEdge Advisors, LLC | $6.6M | $15K |
| Oppenheimer & Co Inc. | $294K | $5.4M |
| StoneX Group Inc. | $333K | $1.4M |
| Susquehanna International Group, LLP | $249K | $1.1M |
| Royal Bank of Canada | $450K | $7K |
| Osaic Holdings, Inc. | $300K | $150 |
| Farther Finance Advisors, LLC | $47K | $1K |
| Blue Trust, Inc. | $22K | $652 |
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: SWAN institutional holders, PSQ institutional holders.
Frequently asked questions
Do institutions hold both SWAN and PSQ?
10 Form 13F filers report positions in both, out of 103 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%.