PRVS vs CANQ overlap
2 institutions report holding both PRVS and CANQ.
PRVSCANQ
Pick 2 to 4 ETFs.
We don’t have holdings for CANQ. 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 25 holding any
PRVS26.7% of its 13F dollars, 13.3% of its 15 holders
CANQ2.6% of its 13F dollars, 16.7% of its 12 holders
Largest institutions holding both
| Firm | PRVS | CANQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.1M | $249K |
| Osaic Holdings, Inc. | $70K | $73K |
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: PRVS institutional holders, CANQ institutional holders.
Frequently asked questions
Do institutions hold both PRVS and CANQ?
2 Form 13F filers report positions in both, out of 25 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%.