PINK vs IVES overlap
PINK and IVES 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: PINK, SEC Form N-PORT, June 30, 2026; IVES, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PINK | IVES |
|---|---|---|
| HighTower Advisors, LLC | $10.2M | $28.8M |
| LPL Financial LLC | $27.3M | $1.7M |
| Raymond James Financial Inc. | $12.2M | $9.2M |
| Cambridge Investment Research Advisors, Inc. | $2.1M | $18.5M |
| NewEdge Advisors, LLC | $10.8M | $6.6M |
| Stifel Financial Corp. | $2.2M | $10.7M |
| CIBC World Market Inc. | $7.5M | $482K |
| Janney Montgomery Scott LLC | $5.7M | $1.1M |
| Royal Bank of Canada | $2.7M | $475K |
| Citadel Advisors LLC | $615K | $2.3M |
| Osaic Holdings, Inc. | $2.6M | $290K |
| Commonwealth Equity Services, LLC | $610K | $2.1M |
| AE Wealth Management LLC | $2K | $2.0M |
| MML Investors Services, LLC | $1.3M | $611K |
| Envestnet Asset Management Inc. | $1.2M | $543K |
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: PINK institutional holders, IVES institutional holders.
Frequently asked questions
How much do PINK and IVES overlap?
0.0% by weight, with 0 holdings in common, using holdings for PINK as of June 30, 2026 and IVES as of July 31, 2026.
Do institutions hold both PINK and IVES?
23 Form 13F filers report positions in both, out of 187 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%.