PBP vs IVVW overlap
PBP and IVVW 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: PBP, SEC Form N-PORT, July 31, 2026; IVVW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PBP | IVVW |
|---|---|---|
| Sumitomo Life Insurance Co | $142.4M | $135.1M |
| BlackRock, Inc. | $3K | $62.8M |
| Morgan Stanley | $18.9M | $178 |
| Assetmark, Inc. | $1.7M | $5.5M |
| Bank of America Corp. | $6.2M | $425K |
| Osaic Holdings, Inc. | $43K | $6.1M |
| Envestnet Asset Management Inc. | $2.8M | $2.6M |
| LPL Financial LLC | $5.0M | $201K |
| Raymond James Financial Inc. | $1.5M | $2.6M |
| Wells Fargo & Company | $2.6M | $15 |
| Susquehanna International Group, LLP | $1.6M | $669K |
| MML Investors Services, LLC | $1.0M | $767K |
| Commonwealth Equity Services, LLC | $536K | $1.2M |
| Summit Financial, LLC | $201K | $239K |
| OneDigital Investment Advisors LLC | $221K | $204K |
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: PBP institutional holders, IVVW institutional holders.
Frequently asked questions
How much do PBP and IVVW overlap?
0.0% by weight, with 0 holdings in common, using holdings for PBP as of July 31, 2026 and IVVW as of July 31, 2026.
Do institutions hold both PBP and IVVW?
15 Form 13F filers report positions in both, out of 78 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%.