PVI vs PCEB overlap
0 institutions report holding both PVI and PCEB.
PVIPCEB
Pick 2 to 4 ETFs.
We don’t have holdings for PCEB. 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.
0
institutions report holding both, of 32 holding any
PVI0.0% of its 13F dollars, 0.0% of its 29 holders
PCEB0.0% of its 13F dollars, 0.0% of its 3 holders
Largest institutions holding both
No 13F filer reports holding both.
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, PCEB institutional holders.
Frequently asked questions
Do institutions hold both PVI and PCEB?
0 Form 13F filers report positions in both, out of 32 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%.