SEIM vs PWV overlap
SEIM and PWV overlap 8.8% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SEIM | PWV | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 2.48% | 3.43% | 2.48% |
| Cardinal HealthCAH | 1.99% | 1.52% | 1.52% |
| Bank NY MellonBNY | 2.47% | 1.46% | 1.46% |
| EBAY Inc.EBAY | 2.02% | 1.31% | 1.31% |
| Newmont Corp.NEM | 1.72% | 1.11% | 1.11% |
| Goldman Sachs GPGS | 0.62% | 3.16% | 0.62% |
| Abbvie Inc.ABBV | 0.33% | 3.63% | 0.33% |
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: SEIM, SEC Form N-PORT, June 30, 2026; PWV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SEIM | PWV |
|---|---|---|
| Morgan Stanley | $338K | $279.9M |
| LPL Financial LLC | $1.2M | $172.0M |
| UBS Group AG | $319K | $34.0M |
| Envestnet Asset Management Inc. | $14.8M | $14.9M |
| Truist Financial Corp. | $13.9M | $385K |
| Osaic Holdings, Inc. | $874K | $12.4M |
| Wells Fargo & Company | $75K | $12.1M |
| Royal Bank of Canada | $435K | $9.7M |
| Cambridge Investment Research Advisors, Inc. | $3.3M | $4.4M |
| Cetera Investment Advisers | $828K | $6.6M |
| Wealth Enhancement Advisory Services, LLC | $4.6M | $289K |
| JPMorgan Chase & Co | $4K | $3.7M |
| Global Retirement Partners, LLC | $3.6M | $105K |
| NewEdge Advisors, LLC | $2.7M | $259K |
| Jones Financial Companies LLLP | $13K | $2.7M |
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: SEIM institutional holders, PWV institutional holders.
Frequently asked questions
How much do SEIM and PWV overlap?
8.8% by weight, with 7 holdings in common, using holdings for SEIM as of June 30, 2026 and PWV as of July 31, 2026. The largest shared position is JNJ.
Do institutions hold both SEIM and PWV?
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%.