PVI vs INKM overlap
PVI and INKM 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: PVI, SEC Form N-PORT, May 31, 2026; INKM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PVI | INKM |
|---|---|---|
| LPL Financial LLC | $813K | $2.8M |
| Envestnet Asset Management Inc. | $444K | $2.3M |
| Osaic Holdings, Inc. | $1.4M | $94K |
| Raymond James Financial Inc. | $293K | $730K |
| Wells Fargo & Company | $87K | $786K |
| Morgan Stanley | $292K | $449K |
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, INKM institutional holders.
Frequently asked questions
How much do PVI and INKM overlap?
0.0% by weight, with 0 holdings in common, using holdings for PVI as of May 31, 2026 and INKM as of June 30, 2026.
Do institutions hold both PVI and INKM?
6 Form 13F filers report positions in both, out of 46 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%.