PSMO vs DNOV overlap
5 institutions report holding both PSMO and DNOV.
PSMODNOV
Pick 2 to 4 ETFs.
We don’t have holdings for PSMO, DNOV. 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 131 holding any
PSMO2.5% of its 13F dollars, 33.3% of its 15 holders
DNOV16.8% of its 13F dollars, 4.1% of its 121 holders
Largest institutions holding both
| Firm | PSMO | DNOV |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $10.7M |
| LPL Financial LLC | $312K | $7.0M |
| Cetera Investment Advisers | $1.2M | $6.0M |
| Osaic Holdings, Inc. | $1.1M | $4.5M |
| Old Mission Capital LLC | $508K | $1.5M |
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: PSMO institutional holders, DNOV institutional holders.
Frequently asked questions
Do institutions hold both PSMO and DNOV?
5 Form 13F filers report positions in both, out of 131 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%.