PSCH vs IDRV overlap
PSCH and IDRV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PSCH: May 31, 2026, IDRV: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: PSCH, SEC Form N-PORT, May 31, 2026; IDRV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PSCH | IDRV |
|---|---|---|
| Morgan Stanley | $2.6M | $5.8M |
| PNC Financial Services Group, Inc. | $14K | $7.2M |
| Bank of America Corp. | $4.3M | $2.6M |
| LPL Financial LLC | $2.4M | $2.0M |
| Wells Fargo & Company | $2.5M | $1.1M |
| Susquehanna International Group, LLP | $251K | $2.6M |
| Royal Bank of Canada | $1.3M | $406K |
| UBS Group AG | $1.1M | $430K |
| Raymond James Financial Inc. | $1.1M | $220K |
| Ameriprise Financial Inc. | $685K | $654K |
| Commonwealth Equity Services, LLC | $287K | $781K |
| Cetera Investment Advisers | $466K | $481K |
| Jones Financial Companies LLLP | $169K | $483K |
| Osaic Holdings, Inc. | $417K | $211K |
| Creative Planning | $220K | $241K |
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: PSCH institutional holders, IDRV institutional holders.
Frequently asked questions
How much do PSCH and IDRV overlap?
0.0% by weight, with 0 holdings in common, using holdings for PSCH as of May 31, 2026 and IDRV as of July 31, 2026.
Do institutions hold both PSCH and IDRV?
27 Form 13F filers report positions in both, out of 121 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%.