PSC vs IVOO overlap
PSC and IVOO overlap 11.8% by weight, across 54 shared holdings.
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Top shared holdings
| Holding | PSC | IVOO | Overlap |
|---|---|---|---|
| Sterling InfrastSTRL | 1.17% | 0.75% | 0.75% |
| FabrinetFN | 0.70% | 0.67% | 0.67% |
| Nextpower Inc.-aNXT | 0.63% | 0.66% | 0.63% |
| TTM TechnologiesTTMI | 1.03% | 0.51% | 0.51% |
| Rambus Inc.RMBS | 0.79% | 0.45% | 0.45% |
| Dycom INDSDY | 0.72% | 0.44% | 0.44% |
| Digitalocean HOLDOCN | 1.19% | 0.35% | 0.35% |
| Hecla Mining CoHL | 0.42% | 0.34% | 0.34% |
| ADV Energy INDSAEIS | 0.62% | 0.33% | 0.33% |
| Arrowhead PharmaARWR | 0.45% | 0.31% | 0.31% |
| SPX TechnologiesSPXC | 0.52% | 0.31% | 0.31% |
| MOOG Inc.-Class aMOG/A | 0.46% | 0.29% | 0.29% |
| Chart IndustriesGTLS | 0.62% | 0.27% | 0.27% |
| Caretrust REICTRE | 0.42% | 0.26% | 0.26% |
| American HealthcAHR | 0.61% | 0.25% | 0.25% |
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: PSC, SEC Form N-PORT, June 30, 2026; IVOO, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PSC | IVOO |
|---|---|---|
| Morgan Stanley | $129.5M | $125.8M |
| Envestnet Asset Management Inc. | $184.9M | $34.3M |
| Ameriprise Financial Inc. | $166.6M | $36.7M |
| Bank of America Corp. | $4.6M | $180.6M |
| Raymond James Financial Inc. | $134.1M | $48.9M |
| Principal Securities, Inc. | $172.3M | $234K |
| Wells Fargo & Company | $97.1M | $40.4M |
| LPL Financial LLC | $84.3M | $43.0M |
| Northwestern Mutual Wealth Management Co | $16.5M | $93.4M |
| UBS Group AG | $6K | $107.1M |
| Royal Bank of Canada | $24.8M | $32.8M |
| Wealth Enhancement Advisory Services, LLC | $33.1M | $873K |
| JPMorgan Chase & Co | $6.8M | $22.9M |
| Osaic Holdings, Inc. | $10.3M | $15.9M |
| Stifel Financial Corp. | $12.8M | $12.1M |
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: PSC institutional holders, IVOO institutional holders.
Frequently asked questions
How much do PSC and IVOO overlap?
11.8% by weight, with 54 holdings in common, using holdings for PSC as of June 30, 2026 and IVOO as of May 31, 2026. The largest shared position is STRL.
Do institutions hold both PSC and IVOO?
52 Form 13F filers report positions in both, out of 399 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%.