SEIE vs PIE overlap
SEIE and PIE overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIE | PIE | Overlap |
|---|---|---|---|
| Investec PLCINVP | 0.12% | 1.00% | 0.12% |
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: SEIE, SEC Form N-PORT, June 30, 2026; PIE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIE | PIE |
|---|---|---|
| Morgan Stanley | $49K | $43.6M |
| LPL Financial LLC | $438K | $9.8M |
| Royal Bank of Canada | $428K | $8.8M |
| Osaic Holdings, Inc. | $5.7M | $231K |
| UBS Group AG | $2K | $5.8M |
| Cambridge Investment Research Advisors, Inc. | $224K | $5.5M |
| Jane Street Group, LLC | $1.1M | $1.5M |
| Global Retirement Partners, LLC | $743K | $18K |
| Cetera Investment Advisers | $336K | $352K |
| Jones Financial Companies LLLP | $10K | $604K |
| NewEdge Advisors, LLC | $57K | $288K |
| Whipplewood Advisors, LLC | $68K | $17K |
| Assetmark, Inc. | $3K | $4K |
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: SEIE institutional holders, PIE institutional holders.
Frequently asked questions
How much do SEIE and PIE overlap?
0.1% by weight, with 1 holdings in common, using holdings for SEIE as of June 30, 2026 and PIE as of July 31, 2026. The largest shared position is INVP.
Do institutions hold both SEIE and PIE?
13 Form 13F filers report positions in both, out of 109 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%.