PFI vs DIVP overlap

PFI and DIVP overlap 2.9% by weight, across 1 shared holdings.

PFIDIVP

Pick 2 to 4 ETFs.

2.9%

overlap by weight, across 1 shared holdings

PFI2.9% of the fund is in shared holdings, of 37

DIVP3.1% of the fund is in shared holdings, of 35

Top shared holdings

Holding	PFI	DIVP	Overlap
Citigroup Inc.C	2.89%	3.13%	2.89%

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: PFI, SEC Form N-PORT, July 31, 2026; DIVP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 39 holding any

PFI33.2% of its 13F dollars, 16.1% of its 31 holders

DIVP52.9% of its 13F dollars, 38.5% of its 13 holders

Largest institutions holding both

Firm	PFI	DIVP
Bank of America Corp.	$3.3M	$5.9M
Janney Montgomery Scott LLC	$213K	$3.6M
Morgan Stanley	$1.7M	$51K
Farther Finance Advisors, LLC	$1.0M	$475K
Osaic Holdings, Inc.	$45K	$28K

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: PFI institutional holders, DIVP institutional holders.

Frequently asked questions

How much do PFI and DIVP overlap?

2.9% by weight, with 1 holdings in common, using holdings for PFI as of July 31, 2026 and DIVP as of June 30, 2026. The largest shared position is C.

Do institutions hold both PFI and DIVP?

5 Form 13F filers report positions in both, out of 39 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%.