PYZ vs CVY overlap
PYZ and CVY overlap 1.0% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PYZ | CVY | Overlap |
|---|---|---|---|
| CF Industries HOCF | 3.23% | 0.67% | 0.67% |
| Dupont de NemourDD | 3.00% | 0.29% | 0.29% |
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: PYZ, SEC Form N-PORT, July 31, 2026; CVY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PYZ | CVY |
|---|---|---|
| Morgan Stanley | $2.9M | $4.7M |
| LPL Financial LLC | $4.2M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $2.2M |
| Raymond James Financial Inc. | $764K | $1.1M |
| Osaic Holdings, Inc. | $280K | $563K |
| Wells Fargo & Company | $81 | $708K |
| Jones Financial Companies LLLP | $283K | $14K |
| FMR LLC | $21K | $92K |
| UBS Group AG | $71K | $18K |
| Assetmark, Inc. | $13K | $19K |
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: PYZ institutional holders, CVY institutional holders.
Frequently asked questions
How much do PYZ and CVY overlap?
1.0% by weight, with 2 holdings in common, using holdings for PYZ as of July 31, 2026 and CVY as of July 31, 2026. The largest shared position is CF.
Do institutions hold both PYZ and CVY?
10 Form 13F filers report positions in both, out of 70 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%.