VOTE vs PKW overlap
VOTE and PKW overlap 2.7% by weight, across 38 shared holdings.
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Top shared holdings
| Holding | VOTE | PKW | Overlap |
|---|---|---|---|
| Wells Fargo & CoWFC | 0.41% | 4.89% | 0.41% |
| Citigroup Inc.C | 0.35% | 5.26% | 0.35% |
| Adobe Inc.ADBE | 0.16% | 4.63% | 0.16% |
| Marathon PetroleMPC | 0.14% | 4.21% | 0.14% |
| Johnson ControlsJCI | 0.14% | 4.40% | 0.14% |
| General Motors CGM | 0.12% | 3.67% | 0.12% |
| HCA Healthcare IHCA | 0.09% | 3.12% | 0.09% |
| Aflac Inc.AFL | 0.09% | 2.86% | 0.09% |
| EBAY Inc.EBAY | 0.08% | 2.31% | 0.08% |
| Paypal HoldingsPYPL | 0.08% | 2.61% | 0.08% |
| Carrier GLOBCARR | 0.07% | 1.96% | 0.07% |
| Electronic ARTSEA | 0.07% | 2.11% | 0.07% |
| American InternaAIG | 0.06% | 1.90% | 0.06% |
| Iqvia Holdings IIQV | 0.06% | 1.82% | 0.06% |
| Dr Horton Inc.DHI | 0.06% | 1.41% | 0.06% |
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: VOTE, SEC Form N-PORT, July 31, 2026; PKW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | VOTE | PKW |
|---|---|---|
| Bank of America Corp. | $16.4M | $118.0M |
| PNC Financial Services Group, Inc. | $105.7M | $557K |
| LPL Financial LLC | $2.4M | $66.0M |
| Morgan Stanley | $12.5M | $45.7M |
| Wells Fargo & Company | $198K | $51.1M |
| Cambridge Investment Research Advisors, Inc. | $11.4M | $29.7M |
| Raymond James Financial Inc. | $243K | $31.8M |
| Stifel Financial Corp. | $819K | $28.7M |
| JPMorgan Chase & Co | $24.7M | $4.7M |
| UBS Group AG | $263K | $25.0M |
| Mutual Advisors, LLC | $10.9M | $236K |
| Royal Bank of Canada | $80K | $10.0M |
| Osaic Holdings, Inc. | $1.4M | $8.1M |
| Susquehanna International Group, LLP | $5.6M | $1.5M |
| Commonwealth Equity Services, LLC | $446K | $6.3M |
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: VOTE institutional holders, PKW institutional holders.
Frequently asked questions
How much do VOTE and PKW overlap?
2.7% by weight, with 38 holdings in common, using holdings for VOTE as of July 31, 2026 and PKW as of July 31, 2026. The largest shared position is WFC.
Do institutions hold both VOTE and PKW?
43 Form 13F filers report positions in both, out of 322 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%.