ZDEK vs PSCX overlap
7 institutions report holding both ZDEK and PSCX.
ZDEKPSCX
Pick 2 to 4 ETFs.
We don’t have holdings for ZDEK, PSCX. 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.
7
institutions report holding both, of 88 holding any
ZDEK15.2% of its 13F dollars, 8.2% of its 85 holders
PSCX25.2% of its 13F dollars, 70.0% of its 10 holders
Largest institutions holding both
| Firm | ZDEK | PSCX |
|---|---|---|
| Cetera Investment Advisers | $2.2M | $13.4M |
| Osaic Holdings, Inc. | $3.6M | $1.2M |
| Old Mission Capital LLC | $1.3M | $1.7M |
| Harbour Investments, Inc. | $2.1M | $14K |
| Independent Financial Group, LLC | $539K | $805K |
| Citadel Advisors LLC | $513K | $347K |
| Morgan Stanley | $5K | $65K |
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: ZDEK institutional holders, PSCX institutional holders.
Frequently asked questions
Do institutions hold both ZDEK and PSCX?
7 Form 13F filers report positions in both, out of 88 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%.