PID vs HEWJ overlap
PID and HEWJ overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PID: July 31, 2026, HEWJ: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: PID, SEC Form N-PORT, July 31, 2026; HEWJ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PID | HEWJ |
|---|---|---|
| Bank of America Corp. | $20.3M | $122.0M |
| Morgan Stanley | $71.8M | $28.7M |
| Modern Wealth Management, LLC | $14.1M | $43.2M |
| Wells Fargo & Company | $35.0M | $2.3M |
| JPMorgan Chase & Co | $2.5M | $30.0M |
| LPL Financial LLC | $27.7M | $2.8M |
| UBS Group AG | $20.5M | $9.0M |
| Jones Financial Companies LLLP | $18.1M | $2.2M |
| Envestnet Asset Management Inc. | $5.3M | $5.9M |
| Northwestern Mutual Wealth Management Co | $6.5M | $536K |
| Osaic Holdings, Inc. | $6.2M | $195K |
| Royal Bank of Canada | $5.9M | $150K |
| Raymond James Financial Inc. | $5.6M | $301K |
| Cetera Investment Advisers | $2.3M | $905K |
| NewEdge Advisors, LLC | $1.4M | $1.3M |
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, HEWJ institutional holders.
Frequently asked questions
How much do PID and HEWJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for PID as of July 31, 2026 and HEWJ as of May 31, 2026.
Do institutions hold both PID and HEWJ?
36 Form 13F filers report positions in both, out of 210 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%.