PWRD vs BOXX overlap
46 institutions report holding both PWRD and BOXX.
PWRDBOXX
Pick 2 to 4 ETFs.
We don’t have holdings for PWRD, BOXX. 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.
46
institutions report holding both, of 471 holding any
PWRD31.0% of its 13F dollars, 31.9% of its 144 holders
BOXX18.3% of its 13F dollars, 12.3% of its 373 holders
Largest institutions holding both
| Firm | PWRD | BOXX |
|---|---|---|
| JPMorgan Chase & Co | $364.6M | $36.0M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $133.7M |
| LPL Financial LLC | $72.1M | $3.0M |
| Mariner, LLC | $17.2M | $53.4M |
| Raymond James Financial Inc. | $60.4M | $569K |
| Wells Fargo & Company | $47.0M | $5K |
| HighTower Advisors, LLC | $495K | $46.1M |
| Bank of America Corp. | $30.8M | $222K |
| Northwestern Mutual Wealth Management Co | $27.9M | $643K |
| Amplius Wealth Advisors, LLC | $211K | $26.7M |
| Old Mission Capital LLC | $5.2M | $16.2M |
| Thrivent Financial for Lutherans | $10.2M | $6.1M |
| Integrated Wealth Concepts LLC | $7.0M | $7.7M |
| Focus Partners Wealth | $2.6M | $11.8M |
| Stifel Financial Corp. | $8.2M | $6.2M |
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, BOXX institutional holders.
Frequently asked questions
Do institutions hold both PWRD and BOXX?
46 Form 13F filers report positions in both, out of 471 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%.