XBAP vs PSCW overlap
3 institutions report holding both XBAP and PSCW.
XBAPPSCW
Pick 2 to 4 ETFs.
We don’t have holdings for XBAP, PSCW. 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.
3
institutions report holding both, of 49 holding any
XBAP16.5% of its 13F dollars, 7.0% of its 43 holders
PSCW2.3% of its 13F dollars, 33.3% of its 9 holders
Largest institutions holding both
| Firm | XBAP | PSCW |
|---|---|---|
| Cetera Investment Advisers | $12.7M | $1.8M |
| Osaic Holdings, Inc. | $5.1M | $739K |
| Blue Bell Private Wealth Management, LLC | $447K | $6K |
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: XBAP institutional holders, PSCW institutional holders.
Frequently asked questions
Do institutions hold both XBAP and PSCW?
3 Form 13F filers report positions in both, out of 49 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%.