PWV vs BGIG overlap
PWV and BGIG overlap 23.4% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | PWV | BGIG | Overlap |
|---|---|---|---|
| Abbvie Inc.ABBV | 3.63% | 3.51% | 3.51% |
| Johnson&JohnsonJNJ | 3.43% | 4.03% | 3.43% |
| Unitedhealth GRPUNH | 3.39% | 4.84% | 3.39% |
| JPMorgan ChaseJPM | 3.53% | 2.96% | 2.96% |
| Chevron Corp.CVX | 3.28% | 2.13% | 2.13% |
| Travelers COS inTRV | 1.62% | 2.60% | 1.62% |
| PNC Financial SEPNC | 1.49% | 4.11% | 1.49% |
| General DynamicsGD | 1.47% | 2.41% | 1.47% |
| Targa ResourcesTRGP | 1.32% | 1.70% | 1.32% |
| Exxon Mobil Corp.XOM | 3.20% | 1.10% | 1.10% |
| Kinder Morgan inKMI | 1.29% | 0.97% | 0.97% |
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: PWV, SEC Form N-PORT, July 31, 2026; BGIG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PWV | BGIG |
|---|---|---|
| Morgan Stanley | $279.9M | $280.9M |
| Bank of America Corp. | $62.7M | $447.6M |
| LPL Financial LLC | $172.0M | $20.5M |
| Raymond James Financial Inc. | $42.8M | $45.9M |
| UBS Group AG | $34.0M | $40.1M |
| Rockefeller Capital Management L.P. | $9.6M | $33.1M |
| Envestnet Asset Management Inc. | $14.9M | $26.6M |
| Arkadios Wealth Advisors | $35.0M | $616K |
| Wells Fargo & Company | $12.1M | $21.9M |
| Royal Bank of Canada | $9.7M | $15.6M |
| Commonwealth Equity Services, LLC | $21.8M | $1.4M |
| Truist Financial Corp. | $385K | $15.1M |
| Osaic Holdings, Inc. | $12.4M | $531K |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $5.9M |
| Cetera Investment Advisers | $6.6M | $2.7M |
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: PWV institutional holders, BGIG institutional holders.
Frequently asked questions
How much do PWV and BGIG overlap?
23.4% by weight, with 11 holdings in common, using holdings for PWV as of July 31, 2026 and BGIG as of June 30, 2026. The largest shared position is ABBV.
Do institutions hold both PWV and BGIG?
42 Form 13F filers report positions in both, out of 253 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%.