XVV vs PMMF overlap
11 institutions report holding both XVV and PMMF.
XVVPMMF
Pick 2 to 4 ETFs.
We don’t have holdings for PMMF. 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.
11
institutions report holding both, of 188 holding any
XVV3.2% of its 13F dollars, 6.9% of its 159 holders
PMMF25.6% of its 13F dollars, 27.5% of its 40 holders
Largest institutions holding both
| Firm | XVV | PMMF |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.1M | $41.2M |
| Royal Bank of Canada | $1.8M | $8.7M |
| NewEdge Advisors, LLC | $490K | $904K |
| Cetera Investment Advisers | $977K | $281K |
| Kestra Advisory Services, LLC | $922K | $313K |
| CARY Street Partners Financial LLC | $347K | $734K |
| National Bank of Canada | $26K | $1.0M |
| Osaic Holdings, Inc. | $656K | $0 |
| Steward Partners Investment Advisory, LLC | $91K | $110K |
| Wells Fargo & Company | $156K | $165 |
| Federation des caisses Desjardins du Quebec | $37K | $5K |
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: XVV institutional holders, PMMF institutional holders.
Frequently asked questions
Do institutions hold both XVV and PMMF?
11 Form 13F filers report positions in both, out of 188 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%.