PWS vs HDMV overlap

PWS and HDMV overlap 0.0% by weight, across 0 shared holdings.

PWSHDMV

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PWS0.0% of the fund is in shared holdings, of 334

HDMV0.0% of the fund is in shared holdings, of 150

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: PWS, SEC Form N-PORT, July 31, 2026; HDMV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 31 holding any

PWS43.8% of its 13F dollars, 36.4% of its 11 holders

HDMV11.5% of its 13F dollars, 16.7% of its 24 holders

Largest institutions holding both

Firm	PWS	HDMV
LPL Financial LLC	$3.5M	$1.0M
Envestnet Asset Management Inc.	$1.4M	$258K
Morgan Stanley	$44	$5K
Wells Fargo & Company	$3	$51

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: PWS institutional holders, HDMV institutional holders.

Frequently asked questions

How much do PWS and HDMV overlap?

0.0% by weight, with 0 holdings in common, using holdings for PWS as of July 31, 2026 and HDMV as of July 31, 2026.

Do institutions hold both PWS and HDMV?

4 Form 13F filers report positions in both, out of 31 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%.