UNOV vs PSCJ overlap
4 institutions report holding both UNOV and PSCJ.
UNOVPSCJ
Pick 2 to 4 ETFs.
We don’t have holdings for UNOV, PSCJ. 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.
4
institutions report holding both, of 83 holding any
UNOV9.6% of its 13F dollars, 5.2% of its 77 holders
PSCJ2.8% of its 13F dollars, 40.0% of its 10 holders
Largest institutions holding both
| Firm | UNOV | PSCJ |
|---|---|---|
| Osaic Holdings, Inc. | $5.5M | $411K |
| Old Mission Capital LLC | $964K | $917K |
| Citadel Advisors LLC | $555K | $722K |
| DHJJ Financial Advisors, Ltd. | $212K | $2K |
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: UNOV institutional holders, PSCJ institutional holders.
Frequently asked questions
Do institutions hold both UNOV and PSCJ?
4 Form 13F filers report positions in both, out of 83 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%.