PTH vs AIVC overlap
PTH and AIVC 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: PTH, SEC Form N-PORT, July 31, 2026; AIVC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PTH | AIVC |
|---|---|---|
| LPL Financial LLC | $4.6M | $7.6M |
| Morgan Stanley | $8.2M | $183K |
| Susquehanna International Group, LLP | $616K | $4.5M |
| Raymond James Financial Inc. | $1.6M | $1.3M |
| Envestnet Asset Management Inc. | $515K | $1.2M |
| UBS Group AG | $1.4M | $61K |
| Osaic Holdings, Inc. | $400K | $416K |
| Steward Partners Investment Advisory, LLC | $639K | $13K |
| NewEdge Advisors, LLC | $40K | $23K |
| AE Wealth Management LLC | $8K | $12K |
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: PTH institutional holders, AIVC institutional holders.
Frequently asked questions
How much do PTH and AIVC overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTH as of July 31, 2026 and AIVC as of June 30, 2026.
Do institutions hold both PTH and AIVC?
10 Form 13F filers report positions in both, out of 79 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%.