PSMO vs GSEP overlap
7 institutions report holding both PSMO and GSEP.
PSMOGSEP
Pick 2 to 4 ETFs.
We don’t have holdings for PSMO, GSEP. 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 121 holding any
PSMO3.0% of its 13F dollars, 46.7% of its 15 holders
GSEP33.3% of its 13F dollars, 6.2% of its 113 holders
Largest institutions holding both
| Firm | PSMO | GSEP |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.2M | $18.3M |
| Osaic Holdings, Inc. | $1.1M | $14.3M |
| Cetera Investment Advisers | $1.2M | $12.0M |
| LPL Financial LLC | $312K | $11.3M |
| Citadel Advisors LLC | $388K | $1.6M |
| Old Mission Capital LLC | $508K | $623K |
| Blue Bell Private Wealth Management, LLC | $607K | $135K |
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, GSEP institutional holders.
Frequently asked questions
Do institutions hold both PSMO and GSEP?
7 Form 13F filers report positions in both, out of 121 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%.