PVI vs FTNJ overlap
9 institutions report holding both PVI and FTNJ.
PVIFTNJ
Pick 2 to 4 ETFs.
We don’t have holdings for FTNJ. 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.
9
institutions report holding both, of 57 holding any
PVI37.0% of its 13F dollars, 31.0% of its 29 holders
FTNJ64.6% of its 13F dollars, 24.3% of its 37 holders
Largest institutions holding both
| Firm | PVI | FTNJ |
|---|---|---|
| Bank of America Corp. | $2.8M | $2.8M |
| LPL Financial LLC | $813K | $2.9M |
| Wells Fargo & Company | $87K | $2.8M |
| Cetera Investment Advisers | $702K | $1.3M |
| Raymond James Financial Inc. | $293K | $1.3M |
| Osaic Holdings, Inc. | $1.4M | $236K |
| Envestnet Asset Management Inc. | $444K | $224K |
| Morgan Stanley | $292K | $332K |
| Private Advisor Group, LLC | $246K | $327K |
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: PVI institutional holders, FTNJ institutional holders.
Frequently asked questions
Do institutions hold both PVI and FTNJ?
9 Form 13F filers report positions in both, out of 57 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%.