PIO vs FIDI overlap
PIO and FIDI overlap 0.4% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PIO | FIDI | Overlap |
|---|---|---|---|
| Roper TechnologiROP | 9.41% | 0.40% | 0.40% |
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: PIO, SEC Form N-PORT, July 31, 2026; FIDI, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PIO | FIDI |
|---|---|---|
| Bank of America Corp. | $23.3M | $6.0M |
| Commonwealth Equity Services, LLC | $1.3M | $25.3M |
| Morgan Stanley | $14.0M | $79K |
| LPL Financial LLC | $4.8M | $3.7M |
| Osaic Holdings, Inc. | $4.9M | $2.5M |
| Wells Fargo & Company | $5.5M | $42 |
| Royal Bank of Canada | $261K | $4.4M |
| Raymond James Financial Inc. | $774K | $3.7M |
| Global Retirement Partners, LLC | $53K | $2.9M |
| Cetera Investment Advisers | $1.2M | $1.7M |
| Citadel Advisors LLC | $1.3M | $847K |
| IFP Advisors, Inc | $5K | $1.1M |
| J.W. Cole Advisors, Inc. | $204K | $809K |
| FMR LLC | $269K | $588K |
| National Bank of Canada | $62K | $610K |
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: PIO institutional holders, FIDI institutional holders.
Frequently asked questions
How much do PIO and FIDI overlap?
0.4% by weight, with 1 holdings in common, using holdings for PIO as of July 31, 2026 and FIDI as of July 31, 2026. The largest shared position is ROP.
Do institutions hold both PIO and FIDI?
23 Form 13F filers report positions in both, out of 164 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%.