PFFA vs EIPX overlap
PFFA and EIPX overlap 0.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PFFA | EIPX | Overlap |
|---|---|---|---|
| Nextera EnergyNEE | 0.00% | 0.47% | 0.00% |
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; EIPX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFFA | EIPX |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $61.6M | $2.5M |
| LPL Financial LLC | $44.1M | $9.9M |
| Osaic Holdings, Inc. | $25.7M | $150K |
| Royal Bank of Canada | $21.2M | $609K |
| Envestnet Asset Management Inc. | $19.6M | $229K |
| Stifel Financial Corp. | $10.4M | $7.7M |
| Raymond James Financial Inc. | $11.1M | $5.8M |
| MML Investors Services, LLC | $16.5M | $274K |
| Cetera Investment Advisers | $4.8M | $1.9M |
| Commonwealth Equity Services, LLC | $3.9M | $870K |
| Rockefeller Capital Management L.P. | $274K | $3.6M |
| Arax Advisory Partners | $926K | $2.2M |
| Private Advisor Group, LLC | $2.3M | $616K |
| Integrated Wealth Concepts LLC | $778K | $1.8M |
| Global Retirement Partners, LLC | $1.6M | $163K |
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, EIPX institutional holders.
Frequently asked questions
How much do PFFA and EIPX overlap?
0.0% by weight, with 1 holdings in common, using holdings for PFFA as of July 31, 2026 and EIPX as of July 31, 2026. The largest shared position is NEE.
Do institutions hold both PFFA and EIPX?
24 Form 13F filers report positions in both, out of 237 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%.