PID vs BINV overlap
PID and BINV overlap 5.6% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PID | BINV | Overlap |
|---|---|---|---|
| America Movil SAB de CVAMX | 1.25% | 1.70% | 1.25% |
| Open TEXT Corp.OTEX | 2.75% | 1.17% | 1.17% |
| Novartis AGNVS | 1.86% | 0.98% | 0.98% |
| SAP SE SPON ADR EA REP 1 ORD NPVSAP | 0.93% | 2.58% | 0.93% |
| Netease Inc. ADRNTES | 1.49% | 0.83% | 0.83% |
| Taiwan Semic-ADRTSM | 0.44% | 0.90% | 0.44% |
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: PID, SEC Form N-PORT, July 31, 2026; BINV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PID | BINV |
|---|---|---|
| Osaic Holdings, Inc. | $6.2M | $30.3M |
| LPL Financial LLC | $27.7M | $5.5M |
| UBS Group AG | $20.5M | $26K |
| Envestnet Asset Management Inc. | $5.3M | $11.2M |
| Stifel Financial Corp. | $1.9M | $10.0M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $1.3M |
| Commonwealth Equity Services, LLC | $5.2M | $4.2M |
| Royal Bank of Canada | $5.9M | $753K |
| Wealth Enhancement Advisory Services, LLC | $4.0M | $1.8M |
| HighTower Advisors, LLC | $4.4M | $1.3M |
| Sanctuary Advisors, LLC | $3.2M | $1.5M |
| Farther Finance Advisors, LLC | $25K | $4.3M |
| Rockefeller Capital Management L.P. | $553K | $3.4M |
| Integrated Wealth Concepts LLC | $83K | $2.5M |
| &Partners | $1.6M | $269K |
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: PID institutional holders, BINV institutional holders.
Frequently asked questions
How much do PID and BINV overlap?
5.6% by weight, with 6 holdings in common, using holdings for PID as of July 31, 2026 and BINV as of June 30, 2026. The largest shared position is AMX.
Do institutions hold both PID and BINV?
20 Form 13F filers report positions in both, out of 183 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%.