PCEF vs EIPI overlap
PCEF and EIPI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: PCEF, SEC Form N-PORT, May 31, 2026; EIPI, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PCEF | EIPI |
|---|---|---|
| Morgan Stanley | $53.0M | $60.4M |
| Royal Bank of Canada | $63.1M | $20.0M |
| Envestnet Asset Management Inc. | $46.0M | $1.9M |
| LPL Financial LLC | $18.5M | $28.1M |
| Wells Fargo & Company | $28.4M | $6.0M |
| Raymond James Financial Inc. | $12.0M | $14.9M |
| UBS Group AG | $6.5M | $19.4M |
| Cambridge Investment Research Advisors, Inc. | $10.5M | $13.2M |
| Osaic Holdings, Inc. | $7.4M | $7.0M |
| Cetera Investment Advisers | $9.4M | $3.2M |
| Stifel Financial Corp. | $1.4M | $9.7M |
| Commonwealth Equity Services, LLC | $7.4M | $1.6M |
| Wealth Enhancement Advisory Services, LLC | $4.7M | $1.9M |
| Summit Financial, LLC | $1.3M | $4.7M |
| MML Investors Services, LLC | $2.1M | $1.6M |
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: PCEF institutional holders, EIPI institutional holders.
Frequently asked questions
How much do PCEF and EIPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PCEF as of May 31, 2026 and EIPI as of May 31, 2026.
Do institutions hold both PCEF and EIPI?
53 Form 13F filers report positions in both, out of 235 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%.