ZJUL vs PSCX overlap
5 institutions report holding both ZJUL and PSCX.
ZJULPSCX
Pick 2 to 4 ETFs.
We don’t have holdings for ZJUL, 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.
5
institutions report holding both, of 90 holding any
ZJUL11.9% of its 13F dollars, 5.9% of its 85 holders
PSCX22.3% of its 13F dollars, 50.0% of its 10 holders
Largest institutions holding both
| Firm | ZJUL | PSCX |
|---|---|---|
| Cetera Investment Advisers | $3.3M | $13.4M |
| Osaic Holdings, Inc. | $4.2M | $1.2M |
| Independent Financial Group, LLC | $263K | $805K |
| Harbour Investments, Inc. | $348K | $14K |
| 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: ZJUL institutional holders, PSCX institutional holders.
Frequently asked questions
Do institutions hold both ZJUL and PSCX?
5 Form 13F filers report positions in both, out of 90 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%.