PFLD vs BUXX overlap
PFLD and BUXX overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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; BUXX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PFLD | BUXX |
|---|---|---|
| Stifel Financial Corp. | $935K | $23.1M |
| Cambridge Investment Research Advisors, Inc. | $8.8M | $5.2M |
| Jones Financial Companies LLLP | $8K | $11.9M |
| Osaic Holdings, Inc. | $6.8M | $3.6M |
| Commonwealth Equity Services, LLC | $2.4M | $1.9M |
| Farther Finance Advisors, LLC | $23K | $4.0M |
| Envestnet Asset Management Inc. | $1.3M | $2.5M |
| Captrust Financial Advisors | $3.3M | $381K |
| J.W. Cole Advisors, Inc. | $256K | $2.3M |
| NewEdge Advisors, LLC | $9K | $1.9M |
| Citadel Advisors LLC | $1.1M | $441K |
| Steward Partners Investment Advisory, LLC | $134K | $215K |
| UBS Group AG | $254K | $10K |
| Integrated Wealth Concepts LLC | $150K | $110K |
| AE Wealth Management LLC | $13K | $2K |
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, BUXX institutional holders.
Frequently asked questions
How much do PFLD and BUXX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFLD as of July 31, 2026 and BUXX as of June 30, 2026.
Do institutions hold both PFLD and BUXX?
15 Form 13F filers report positions in both, out of 115 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%.