PFFA vs CHAT overlap
PFFA and CHAT overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PFFA | CHAT | Overlap |
|---|---|---|---|
| Hewlett PackaHPE | 0.02% | 1.33% | 0.02% |
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: PFFA, SEC Form N-PORT, July 31, 2026; CHAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFFA | CHAT |
|---|---|---|
| LPL Financial LLC | $44.1M | $65.9M |
| Cambridge Investment Research Advisors, Inc. | $61.6M | $7.4M |
| Osaic Holdings, Inc. | $25.7M | $6.0M |
| Envestnet Asset Management Inc. | $19.6M | $3.0M |
| Royal Bank of Canada | $21.2M | $209K |
| Commonwealth Equity Services, LLC | $3.9M | $16.1M |
| MML Investors Services, LLC | $16.5M | $290K |
| Stifel Financial Corp. | $10.4M | $2.9M |
| Raymond James Financial Inc. | $11.1M | $657K |
| Equitable Holdings, Inc. | $9.5M | $2.2M |
| Steward Partners Investment Advisory, LLC | $10.2M | $188 |
| Summit Financial, LLC | $1.6M | $7.7M |
| Janney Montgomery Scott LLC | $1.1M | $8.2M |
| Venture Visionary Partners LLC | $5.6M | $2.0M |
| Cetera Investment Advisers | $4.8M | $522K |
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: PFFA institutional holders, CHAT institutional holders.
Frequently asked questions
How much do PFFA and CHAT overlap?
0.0% by weight, with 1 holdings in common, using holdings for PFFA as of July 31, 2026 and CHAT as of July 31, 2026. The largest shared position is HPE.
Do institutions hold both PFFA and CHAT?
69 Form 13F filers report positions in both, out of 350 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%.