PWZ vs GCOR overlap
PWZ and GCOR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PWZ, SEC Form N-PORT, May 31, 2026; GCOR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PWZ | GCOR |
|---|---|---|
| LPL Financial LLC | $16.7M | $284.7M |
| Envestnet Asset Management Inc. | $1.1M | $184.8M |
| Morgan Stanley | $15.3M | $64.0M |
| Betterment LLC | $732K | $45.6M |
| Cetera Investment Advisers | $1.1M | $38.4M |
| Bank of America Corp. | $29.8M | $1.7M |
| Jane Street Group, LLC | $1.8M | $18.9M |
| Robertson Stephens Wealth Management, LLC | $5.8M | $1.5M |
| JPMorgan Chase & Co | $7.3M | $3K |
| Integrated Wealth Concepts LLC | $4.3M | $1.4M |
| Citadel Advisors LLC | $1.4M | $3.9M |
| Commonwealth Equity Services, LLC | $1.5M | $3.4M |
| Wells Fargo & Company | $4.5M | $7K |
| Corient Private Wealth LP | $238K | $2.9M |
| FMR LLC | $2.7M | $66K |
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: PWZ institutional holders, GCOR institutional holders.
Frequently asked questions
How much do PWZ and GCOR overlap?
0.0% by weight, with 0 holdings in common, using holdings for PWZ as of May 31, 2026 and GCOR as of May 31, 2026.
Do institutions hold both PWZ and GCOR?
28 Form 13F filers report positions in both, out of 182 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%.