PWV vs BRTR overlap
24 institutions report holding both PWV and BRTR.
PWVBRTR
Pick 2 to 4 ETFs.
We don’t have holdings for BRTR. 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.
24
institutions report holding both, of 244 holding any
PWV38.7% of its 13F dollars, 12.3% of its 195 holders
BRTR35.2% of its 13F dollars, 32.9% of its 73 holders
Largest institutions holding both
| Firm | PWV | BRTR |
|---|---|---|
| JPMorgan Chase & Co | $3.7M | $175.5M |
| LPL Financial LLC | $172.0M | $1.8M |
| Bank of America Corp. | $62.7M | $42.5M |
| NewEdge Advisors, LLC | $259K | $85.1M |
| Arkadios Wealth Advisors | $35.0M | $20.9M |
| Raymond James Financial Inc. | $42.8M | $11.2M |
| UBS Group AG | $34.0M | $956 |
| Osaic Holdings, Inc. | $12.4M | $13.5M |
| Envestnet Asset Management Inc. | $14.9M | $2.2M |
| Wells Fargo & Company | $12.1M | $51K |
| MML Investors Services, LLC | $2.2M | $6.2M |
| Cambridge Investment Research Advisors, Inc. | $4.4M | $3.4M |
| Cetera Investment Advisers | $6.6M | $449K |
| Jones Financial Companies LLLP | $2.7M | $2.3M |
| Farther Finance Advisors, LLC | $3.8M | $101K |
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, BRTR institutional holders.
Frequently asked questions
Do institutions hold both PWV and BRTR?
24 Form 13F filers report positions in both, out of 244 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%.