PFI vs FFTY overlap
14 institutions report holding both PFI and FFTY.
PFIFFTY
Pick 2 to 4 ETFs.
We don’t have holdings for FFTY. 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.
14
institutions report holding both, of 49 holding any
PFI66.0% of its 13F dollars, 45.2% of its 31 holders
FFTY58.5% of its 13F dollars, 43.8% of its 32 holders
Largest institutions holding both
| Firm | PFI | FFTY |
|---|---|---|
| Bank of America Corp. | $3.3M | $2.3M |
| Susquehanna International Group, LLP | $908K | $3.9M |
| LPL Financial LLC | $3.4M | $749K |
| Goldman Sachs Group Inc. | $406K | $2.1M |
| Morgan Stanley | $1.7M | $48K |
| Cambridge Investment Research Advisors, Inc. | $458K | $936K |
| Farther Finance Advisors, LLC | $1.0M | $15K |
| Janney Montgomery Scott LLC | $213K | $635K |
| UBS Group AG | $695K | $115K |
| Raymond James Financial Inc. | $341K | $297K |
| Osaic Holdings, Inc. | $45K | $138K |
| Integrated Wealth Concepts LLC | $46K | $60K |
| IFP Advisors, Inc | $18K | $2K |
| Wells Fargo & Company | $3 | $11K |
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, FFTY institutional holders.
Frequently asked questions
Do institutions hold both PFI and FFTY?
14 Form 13F filers report positions in both, out of 49 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%.