UNOV vs PSFD overlap
4 institutions report holding both UNOV and PSFD.
UNOVPSFD
Pick 2 to 4 ETFs.
We don’t have holdings for UNOV, PSFD. 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 89 holding any
UNOV11.5% of its 13F dollars, 5.2% of its 77 holders
PSFD4.8% of its 13F dollars, 25.0% of its 16 holders
Largest institutions holding both
| Firm | UNOV | PSFD |
|---|---|---|
| Osaic Holdings, Inc. | $5.5M | $2.3M |
| LPL Financial LLC | $1.6M | $596K |
| Cetera Investment Advisers | $961K | $299K |
| Citadel Advisors LLC | $555K | $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: UNOV institutional holders, PSFD institutional holders.
Frequently asked questions
Do institutions hold both UNOV and PSFD?
4 Form 13F filers report positions in both, out of 89 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%.