PIFI vs LVIG overlap
2 institutions report holding both PIFI and LVIG.
PIFILVIG
Pick 2 to 4 ETFs.
We don’t have holdings for LVIG. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 16 holding any
PIFI1.1% of its 13F dollars, 18.2% of its 11 holders
LVIG0.6% of its 13F dollars, 28.6% of its 7 holders
Largest institutions holding both
| Firm | PIFI | LVIG |
|---|---|---|
| Susquehanna International Group, LLP | $1000K | $521K |
| UBS Group AG | $20K | $15K |
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: PIFI institutional holders, LVIG institutional holders.
Frequently asked questions
Do institutions hold both PIFI and LVIG?
2 Form 13F filers report positions in both, out of 16 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%.