PFF vs FTSM overlap
PFF and FTSM 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: PFF, SEC Form N-PORT, June 30, 2026; FTSM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFF | FTSM |
|---|---|---|
| Morgan Stanley | $477.5M | $816.4M |
| Bank of America Corp. | $700.2M | $147.6M |
| LPL Financial LLC | $233.7M | $531.1M |
| Wells Fargo & Company | $259.6M | $451.2M |
| UBS Group AG | $188.4M | $166.8M |
| Royal Bank of Canada | $131.0M | $187.7M |
| Raymond James Financial Inc. | $71.0M | $163.1M |
| Envestnet Asset Management Inc. | $122.9M | $51.7M |
| Cetera Investment Advisers | $46.1M | $101.3M |
| Cambridge Investment Research Advisors, Inc. | $37.3M | $106.4M |
| Mariner, LLC | $97.7M | $23.3M |
| Osaic Holdings, Inc. | $39.9M | $72.5M |
| Commonwealth Equity Services, LLC | $35.5M | $74.5M |
| Stifel Financial Corp. | $32.8M | $71.5M |
| BlackRock, Inc. | $85.5M | $42K |
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: PFF institutional holders, FTSM institutional holders.
Frequently asked questions
How much do PFF and FTSM overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFF as of June 30, 2026 and FTSM as of July 31, 2026.
Do institutions hold both PFF and FTSM?
220 Form 13F filers report positions in both, out of 1,174 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%.