SDY vs PVAL overlap
228 institutions report holding both SDY and PVAL.
SDYPVAL
Pick 2 to 4 ETFs.
We don’t have holdings for PVAL. 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.
228
institutions report holding both, of 1,397 holding any
SDY67.9% of its 13F dollars, 18.3% of its 1,243 holders
PVAL85.4% of its 13F dollars, 59.7% of its 382 holders
Largest institutions holding both
| Firm | SDY | PVAL |
|---|---|---|
| Bank of America Corp. | $1.1B | $1.9B |
| Morgan Stanley | $746.6M | $891.2M |
| LPL Financial LLC | $462.7M | $508.2M |
| Cetera Investment Advisers | $114.2M | $479.5M |
| UBS Group AG | $254.8M | $305.6M |
| Commonwealth Equity Services, LLC | $133.0M | $406.4M |
| Wells Fargo & Company | $347.2M | $175.8M |
| Raymond James Financial Inc. | $455.0M | $6.4M |
| Envestnet Asset Management Inc. | $169.2M | $275.2M |
| Cullen/Frost Bankers, Inc. | $456K | $438.7M |
| Glenmede Trust Co NA | $874K | $369.9M |
| Cambridge Investment Research Advisors, Inc. | $59.7M | $295.0M |
| Northwestern Mutual Wealth Management Co | $14.8M | $337.3M |
| Royal Bank of Canada | $310.3M | $13.0M |
| JPMorgan Chase & Co | $210.9M | $15.5M |
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: SDY institutional holders, PVAL institutional holders.
Frequently asked questions
Do institutions hold both SDY and PVAL?
228 Form 13F filers report positions in both, out of 1,397 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%.