PID vs GII overlap
PID and GII overlap 2.9% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PID | GII | Overlap |
|---|---|---|---|
| Enbridge Inc.ENB | 2.86% | 3.97% | 2.86% |
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; GII, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PID | GII |
|---|---|---|
| Morgan Stanley | $71.8M | $9.1M |
| LPL Financial LLC | $27.7M | $40.8M |
| Wells Fargo & Company | $35.0M | $5.8M |
| Mariner, LLC | $2.6M | $25.0M |
| Bank of America Corp. | $20.3M | $3.8M |
| UBS Group AG | $20.5M | $2.8M |
| Jones Financial Companies LLLP | $18.1M | $936K |
| Envestnet Asset Management Inc. | $5.3M | $6.4M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $1.2M |
| HighTower Advisors, LLC | $4.4M | $4.3M |
| Raymond James Financial Inc. | $5.6M | $3.1M |
| Osaic Holdings, Inc. | $6.2M | $1.1M |
| Northwestern Mutual Wealth Management Co | $6.5M | $592K |
| Royal Bank of Canada | $5.9M | $686K |
| Beacon Pointe Advisors, LLC | $312K | $6.2M |
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, GII institutional holders.
Frequently asked questions
How much do PID and GII overlap?
2.9% by weight, with 1 holdings in common, using holdings for PID as of July 31, 2026 and GII as of June 30, 2026. The largest shared position is ENB.
Do institutions hold both PID and GII?
61 Form 13F filers report positions in both, out of 235 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%.