PCY vs EPI overlap
PCY and EPI 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: PCY, SEC Form N-PORT, July 31, 2026; EPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PCY | EPI |
|---|---|---|
| Bank of America Corp. | $521.3M | $43.6M |
| UBS Group AG | $116.7M | $15.0M |
| Morgan Stanley | $9.5M | $111.0M |
| LPL Financial LLC | $12.9M | $50.6M |
| Wells Fargo & Company | $42.5M | $18.9M |
| JPMorgan Chase & Co | $868K | $35.7M |
| Ameriprise Financial Inc. | $5.5M | $22.0M |
| BlackRock, Inc. | $7.3M | $15.4M |
| Raymond James Financial Inc. | $5.9M | $15.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $20.7M | $17K |
| Venture Visionary Partners LLC | $243K | $18.4M |
| Susquehanna International Group, LLP | $3.7M | $14.4M |
| Kestra Advisory Services, LLC | $259K | $16.9M |
| Royal Bank of Canada | $2.3M | $11.1M |
| Cetera Investment Advisers | $8.4M | $2.5M |
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: PCY institutional holders, EPI institutional holders.
Frequently asked questions
How much do PCY and EPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PCY as of July 31, 2026 and EPI as of June 30, 2026.
Do institutions hold both PCY and EPI?
73 Form 13F filers report positions in both, out of 365 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%.