PDP vs FLDR overlap
PDP and FLDR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PDP: July 31, 2026, FLDR: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: PDP, SEC Form N-PORT, July 31, 2026; FLDR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PDP | FLDR |
|---|---|---|
| FMR LLC | $1.1M | $444.6M |
| Morgan Stanley | $135.2M | $12.1M |
| Raymond James Financial Inc. | $100.8M | $44.6M |
| Wells Fargo & Company | $60.3M | $62.4M |
| Commonwealth Equity Services, LLC | $56.1M | $34.5M |
| LPL Financial LLC | $43.0M | $26.3M |
| Bank of America Corp. | $51.7M | $15.5M |
| Royal Bank of Canada | $45.4M | $5.2M |
| UBS Group AG | $27.2M | $7.7M |
| AE Wealth Management LLC | $1.5M | $22.8M |
| Rockefeller Capital Management L.P. | $23.6M | $286K |
| Osaic Holdings, Inc. | $11.0M | $12.4M |
| MML Investors Services, LLC | $8.1M | $14.9M |
| Kestra Advisory Services, LLC | $1.6M | $20.4M |
| Envestnet Asset Management Inc. | $10.0M | $10.4M |
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: PDP institutional holders, FLDR institutional holders.
Frequently asked questions
How much do PDP and FLDR overlap?
0.0% by weight, with 0 holdings in common, using holdings for PDP as of July 31, 2026 and FLDR as of May 31, 2026.
Do institutions hold both PDP and FLDR?
41 Form 13F filers report positions in both, out of 304 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%.