PFIG vs DSMC overlap

PFIG and DSMC overlap 0.0% by weight, across 0 shared holdings.

PFIGDSMC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PFIG0.0% of the fund is in shared holdings, of 800

DSMC0.0% of the fund is in shared holdings, of 150

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: PFIG, SEC Form N-PORT, May 31, 2026; DSMC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 60 holding any

PFIG15.8% of its 13F dollars, 11.8% of its 34 holders

DSMC0.8% of its 13F dollars, 13.3% of its 30 holders

Largest institutions holding both

Firm	PFIG	DSMC
LPL Financial LLC	$13.5M	$722K
Morgan Stanley	$310K	$44
Osaic Holdings, Inc.	$14K	$3K
Wells Fargo & Company	$11	$3K

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: PFIG institutional holders, DSMC institutional holders.

Frequently asked questions

How much do PFIG and DSMC overlap?

0.0% by weight, with 0 holdings in common, using holdings for PFIG as of May 31, 2026 and DSMC as of June 30, 2026.

Do institutions hold both PFIG and DSMC?

4 Form 13F filers report positions in both, out of 60 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%.