PFLD vs BSMR overlap
PFLD and BSMR overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PFLD: July 31, 2026, BSMR: 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: PFLD, SEC Form N-PORT, July 31, 2026; BSMR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PFLD | BSMR |
|---|---|---|
| Morgan Stanley | $90.7M | $13.8M |
| Wells Fargo & Company | $46.0M | $10.3M |
| LPL Financial LLC | $13.5M | $12.1M |
| Raymond James Financial Inc. | $8.0M | $9.3M |
| Osaic Holdings, Inc. | $6.8M | $3.9M |
| Royal Bank of Canada | $8.9M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $488K |
| Integrated Wealth Concepts LLC | $150K | $7.2M |
| UBS Group AG | $254K | $5.2M |
| NewEdge Advisors, LLC | $9K | $5.1M |
| Commonwealth Equity Services, LLC | $2.4M | $2.6M |
| Captrust Financial Advisors | $3.3M | $1.1M |
| Envestnet Asset Management Inc. | $1.3M | $3.1M |
| Ameriprise Financial Inc. | $246K | $3.0M |
| Stifel Financial Corp. | $935K | $1.9M |
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: PFLD institutional holders, BSMR institutional holders.
Frequently asked questions
How much do PFLD and BSMR overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFLD as of July 31, 2026 and BSMR as of May 31, 2026.
Do institutions hold both PFLD and BSMR?
30 Form 13F filers report positions in both, out of 176 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%.