PKW vs CRBN overlap
PKW and CRBN overlap 1.8% by weight, across 21 shared holdings.
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Top shared holdings
| Holding | PKW | CRBN | Overlap |
|---|---|---|---|
| Wells Fargo & CoWFC | 4.89% | 0.29% | 0.29% |
| Citigroup Inc.C | 5.26% | 0.26% | 0.26% |
| Aercap HoldingsAER | 1.31% | 0.14% | 0.14% |
| Aflac Inc.AFL | 2.86% | 0.13% | 0.13% |
| American InternaAIG | 1.90% | 0.11% | 0.11% |
| Adobe Inc.ADBE | 4.63% | 0.10% | 0.10% |
| Fortive Corp.FTV | 0.77% | 0.09% | 0.09% |
| Electronic ARTSEA | 2.11% | 0.08% | 0.08% |
| HCA Healthcare IHCA | 3.12% | 0.08% | 0.08% |
| EBAY Inc.EBAY | 2.31% | 0.07% | 0.07% |
| Dollar Tree Inc.DLTR | 1.05% | 0.07% | 0.07% |
| Paypal HoldingsPYPL | 2.61% | 0.07% | 0.07% |
| Fiserv Inc.FISV | 1.40% | 0.07% | 0.07% |
| Iqvia Holdings IIQV | 1.82% | 0.05% | 0.05% |
| Charter Commun-aCHTR | 0.72% | 0.04% | 0.04% |
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: PKW, SEC Form N-PORT, July 31, 2026; CRBN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PKW | CRBN |
|---|---|---|
| Bank of America Corp. | $118.0M | $26.8M |
| Morgan Stanley | $45.7M | $53.1M |
| LPL Financial LLC | $66.0M | $4.0M |
| UBS Group AG | $25.0M | $41.9M |
| Wells Fargo & Company | $51.1M | $9.0M |
| Cambridge Investment Research Advisors, Inc. | $29.7M | $3.9M |
| Raymond James Financial Inc. | $31.8M | $796K |
| Royal Bank of Canada | $10.0M | $12.3M |
| JPMorgan Chase & Co | $4.7M | $14.6M |
| Ameriprise Financial Inc. | $7.3M | $7.7M |
| Envestnet Asset Management Inc. | $9.7M | $2.0M |
| Osaic Holdings, Inc. | $8.1M | $3.2M |
| Cetera Investment Advisers | $8.9M | $1.3M |
| Commonwealth Equity Services, LLC | $6.3M | $968K |
| FMR LLC | $6.1M | $1.0M |
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: PKW institutional holders, CRBN institutional holders.
Frequently asked questions
How much do PKW and CRBN overlap?
1.8% by weight, with 21 holdings in common, using holdings for PKW as of July 31, 2026 and CRBN as of July 31, 2026. The largest shared position is WFC.
Do institutions hold both PKW and CRBN?
57 Form 13F filers report positions in both, out of 331 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%.