PWRD vs AKRE overlap
60 institutions report holding both PWRD and AKRE.
PWRDAKRE
Pick 2 to 4 ETFs.
We don’t have holdings for PWRD. 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.
60
institutions report holding both, of 528 holding any
PWRD31.7% of its 13F dollars, 41.7% of its 144 holders
AKRE28.5% of its 13F dollars, 13.5% of its 444 holders
Largest institutions holding both
| Firm | PWRD | AKRE |
|---|---|---|
| JPMorgan Chase & Co | $364.6M | $1.7M |
| LPL Financial LLC | $72.1M | $80.5M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $100.1M |
| Bank of America Corp. | $30.8M | $68.2M |
| Raymond James Financial Inc. | $60.4M | $25.3M |
| Wells Fargo & Company | $47.0M | $24.9M |
| Osaic Holdings, Inc. | $2.3M | $55.7M |
| Mariner, LLC | $17.2M | $13.4M |
| Corient Private Wealth LP | $1.8M | $28.3M |
| Northwestern Mutual Wealth Management Co | $27.9M | $439K |
| UBS Group AG | $164K | $20.2M |
| Waverly Advisors, LLC | $366K | $19.7M |
| Morgan Stanley | $4.0M | $14.8M |
| Commonwealth Equity Services, LLC | $6.7M | $11.7M |
| Focus Partners Wealth | $2.6M | $14.8M |
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: PWRD institutional holders, AKRE institutional holders.
Frequently asked questions
Do institutions hold both PWRD and AKRE?
60 Form 13F filers report positions in both, out of 528 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%.