PPH vs AVRE overlap
PPH and AVRE 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: PPH, SEC Form N-PORT, June 30, 2026; AVRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PPH | AVRE |
|---|---|---|
| Morgan Stanley | $112.4M | $12K |
| LPL Financial LLC | $12.9M | $27.4M |
| Susquehanna International Group, LLP | $30.8M | $213K |
| Envestnet Asset Management Inc. | $706K | $13.1M |
| Royal Bank of Canada | $10.4M | $86K |
| JPMorgan Chase & Co | $4.0M | $1.9M |
| MML Investors Services, LLC | $236K | $3.7M |
| Commonwealth Equity Services, LLC | $1.2M | $2.3M |
| Axxcess Wealth Management, LLC | $1.0M | $2.0M |
| AE Wealth Management LLC | $110K | $2.7M |
| Osaic Holdings, Inc. | $1.7M | $871K |
| Beacon Pointe Advisors, LLC | $393K | $2.0M |
| Northwestern Mutual Wealth Management Co | $1.4M | $717K |
| Creative Planning | $393K | $1.3M |
| Farther Finance Advisors, LLC | $119K | $1.2M |
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: PPH institutional holders, AVRE institutional holders.
Frequently asked questions
How much do PPH and AVRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for PPH as of June 30, 2026 and AVRE as of May 31, 2026.
Do institutions hold both PPH and AVRE?
24 Form 13F filers report positions in both, out of 280 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%.