PVAL vs DVY overlap
241 institutions report holding both PVAL and DVY.
PVALDVY
Pick 2 to 4 ETFs.
We don’t have holdings for PVAL. 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.
241
institutions report holding both, of 1,562 holding any
PVAL87.8% of its 13F dollars, 63.1% of its 382 holders
DVY70.0% of its 13F dollars, 17.0% of its 1,421 holders
Largest institutions holding both
| Firm | PVAL | DVY |
|---|---|---|
| Bank of America Corp. | $1.9B | $1.1B |
| Morgan Stanley | $891.2M | $1.0B |
| LPL Financial LLC | $508.2M | $291.0M |
| Wells Fargo & Company | $175.8M | $604.2M |
| Cetera Investment Advisers | $479.5M | $89.4M |
| PNC Financial Services Group, Inc. | $16.7M | $541.2M |
| Envestnet Asset Management Inc. | $275.2M | $246.3M |
| Commonwealth Equity Services, LLC | $406.4M | $89.6M |
| UBS Group AG | $305.6M | $173.0M |
| Cullen/Frost Bankers, Inc. | $438.7M | $17.5M |
| Royal Bank of Canada | $13.0M | $421.7M |
| Glenmede Trust Co NA | $369.9M | $39.0M |
| Northwestern Mutual Wealth Management Co | $337.3M | $46.7M |
| Cambridge Investment Research Advisors, Inc. | $295.0M | $58.6M |
| JPMorgan Chase & Co | $15.5M | $253.9M |
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: PVAL institutional holders, DVY institutional holders.
Frequently asked questions
Do institutions hold both PVAL and DVY?
241 Form 13F filers report positions in both, out of 1,562 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%.