PFI vs GGM overlap

PFI and GGM overlap 0.0% by weight, across 0 shared holdings.

PFIGGM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PFI0.0% of the fund is in shared holdings, of 37

GGM0.0% of the fund is in shared holdings, of 5

These funds report on different dates (PFI: July 31, 2026, GGM: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.

Top shared holdings

These funds hold nothing in common.

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; GGM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 32 holding any

PFI3.6% of its 13F dollars, 3.2% of its 31 holders

GGM0.1% of its 13F dollars, 50.0% of its 2 holders

Largest institutions holding both

Firm	PFI	GGM
UBS Group AG	$695K	$21K

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, GGM institutional holders.

Frequently asked questions

How much do PFI and GGM overlap?

0.0% by weight, with 0 holdings in common, using holdings for PFI as of July 31, 2026 and GGM as of May 31, 2026.

Do institutions hold both PFI and GGM?

1 Form 13F filers report positions in both, out of 32 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%.