ZALT vs PSFF overlap
32 institutions report holding both ZALT and PSFF.
ZALTPSFF
Pick 2 to 4 ETFs.
We don’t have holdings for ZALT. 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.
32
institutions report holding both, of 165 holding any
ZALT31.2% of its 13F dollars, 30.8% of its 104 holders
PSFF54.9% of its 13F dollars, 34.4% of its 93 holders
Largest institutions holding both
| Firm | ZALT | PSFF |
|---|---|---|
| Osaic Holdings, Inc. | $53.6M | $55.6M |
| Cetera Investment Advisers | $8.5M | $63.3M |
| Envestnet Asset Management Inc. | $8.4M | $35.5M |
| NewEdge Advisors, LLC | $21.6M | $12.5M |
| MML Investors Services, LLC | $9.2M | $17.5M |
| Ausdal Financial Partners, Inc. | $1.9M | $21.6M |
| Commonwealth Equity Services, LLC | $12.9M | $9.3M |
| Brookstone Capital Management | $15.9M | $1.9M |
| Sigma Planning Corp | $8.0M | $8.1M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $11.7M |
| Kestra Private Wealth Services, LLC | $895K | $12.8M |
| Kestra Advisory Services, LLC | $610K | $7.8M |
| Foundations Investment Advisors, LLC | $7.5M | $203K |
| LPL Financial LLC | $1.2M | $6.4M |
| Advisory Services Network, LLC | $2.0M | $4.1M |
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: ZALT institutional holders, PSFF institutional holders.
Frequently asked questions
Do institutions hold both ZALT and PSFF?
32 Form 13F filers report positions in both, out of 165 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%.