PFFD vs EVLN overlap
29 institutions report holding both PFFD and EVLN.
PFFDEVLN
Pick 2 to 4 ETFs.
We don’t have holdings for EVLN. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
29
institutions report holding both, of 303 holding any
PFFD21.8% of its 13F dollars, 10.3% of its 281 holders
EVLN36.4% of its 13F dollars, 56.9% of its 51 holders
Largest institutions holding both
| Firm | PFFD | EVLN |
|---|---|---|
| Morgan Stanley | $52.3M | $359.7M |
| LPL Financial LLC | $63.5M | $19.6M |
| Wells Fargo & Company | $47.2M | $1.5M |
| Ameriprise Financial Inc. | $7.4M | $29.4M |
| Creative Planning | $20.7M | $207K |
| Steward Partners Investment Advisory, LLC | $13.4M | $14K |
| Raymond James Financial Inc. | $12.4M | $381K |
| UBS Group AG | $12.4M | $243 |
| Royal Bank of Canada | $10.7M | $553K |
| Corient Private Wealth LP | $483K | $7.2M |
| Kestra Advisory Services, LLC | $6.7M | $727K |
| CENTRAL TRUST Co | $653K | $5.6M |
| Founders Financial Alliance, LLC | $2K | $5.4M |
| Osaic Holdings, Inc. | $3.9M | $982K |
| Stratos Wealth Partners, LTD. | $2.9M | $1.2M |
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: PFFD institutional holders, EVLN institutional holders.
Frequently asked questions
Do institutions hold both PFFD and EVLN?
29 Form 13F filers report positions in both, out of 303 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%.