PFF vs LMBS overlap
PFF and LMBS 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; LMBS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFF | LMBS |
|---|---|---|
| Morgan Stanley | $477.5M | $784.0M |
| LPL Financial LLC | $233.7M | $684.5M |
| Bank of America Corp. | $700.2M | $101.1M |
| Wells Fargo & Company | $259.6M | $284.1M |
| UBS Group AG | $188.4M | $247.1M |
| Royal Bank of Canada | $131.0M | $167.2M |
| Raymond James Financial Inc. | $71.0M | $212.8M |
| Cetera Investment Advisers | $46.1M | $136.3M |
| Envestnet Asset Management Inc. | $122.9M | $50.7M |
| HighTower Advisors, LLC | $24.9M | $105.1M |
| Cambridge Investment Research Advisors, Inc. | $37.3M | $74.6M |
| Commonwealth Equity Services, LLC | $35.5M | $76.3M |
| Northwestern Mutual Wealth Management Co | $32.0M | $67.3M |
| Mariner, LLC | $97.7M | $1.3M |
| Osaic Holdings, Inc. | $39.9M | $38.0M |
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, LMBS institutional holders.
Frequently asked questions
How much do PFF and LMBS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFF as of June 30, 2026 and LMBS as of July 31, 2026.
Do institutions hold both PFF and LMBS?
223 Form 13F filers report positions in both, out of 1,201 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%.