YLDE vs PSQA overlap
2 institutions report holding both YLDE and PSQA.
YLDEPSQA
Pick 2 to 4 ETFs.
We don’t have holdings for PSQA. 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.
2
institutions report holding both, of 64 holding any
YLDE0.4% of its 13F dollars, 4.3% of its 47 holders
PSQA0.6% of its 13F dollars, 10.5% of its 19 holders
Largest institutions holding both
| Firm | YLDE | PSQA |
|---|---|---|
| JPMorgan Chase & Co | $409K | $556K |
| Wells Fargo & Company | $20 | $90K |
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: YLDE institutional holders, PSQA institutional holders.
Frequently asked questions
Do institutions hold both YLDE and PSQA?
2 Form 13F filers report positions in both, out of 64 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%.