PAVE vs ESGD overlap
PAVE and ESGD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: PAVE, SEC Form N-PORT, May 31, 2026; ESGD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PAVE | ESGD |
|---|---|---|
| Bank of America Corp. | $1.5B | $972.2M |
| Bank of Montreal | $1.4B | $536K |
| Morgan Stanley | $686.1M | $501.0M |
| JPMorgan Chase & Co | $263.4M | $796.6M |
| LPL Financial LLC | $566.6M | $97.2M |
| Northern Trust Corp. | $5.5M | $520.6M |
| FMR LLC | $5.5M | $471.0M |
| Envestnet Asset Management Inc. | $299.9M | $125.6M |
| Wells Fargo & Company | $212.0M | $157.6M |
| TIAA Wealth Investment Management LLC | $65K | $302.4M |
| UBS Group AG | $139.4M | $160.8M |
| CIBC Bancorp USA Inc. | $248.1M | $4.6M |
| Northwestern Mutual Wealth Management Co | $109.4M | $131.0M |
| Focus Partners Wealth | $180.4M | $6.5M |
| Ameriprise Financial Inc. | $82.9M | $100.1M |
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: PAVE institutional holders, ESGD institutional holders.
Frequently asked questions
How much do PAVE and ESGD overlap?
0.0% by weight, with 0 holdings in common, using holdings for PAVE as of May 31, 2026 and ESGD as of May 31, 2026.
Do institutions hold both PAVE and ESGD?
285 Form 13F filers report positions in both, out of 1,293 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%.