PFRL vs CLOB overlap

PFRL and CLOB overlap 0.0% by weight, across 0 shared holdings.

PFRLCLOB

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PFRL0.0% of the fund is in shared holdings, of 357

CLOB0.0% of the fund is in shared holdings, of 66

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: PFRL, SEC Form N-PORT, May 29, 2026; CLOB, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 57 holding any

PFRL5.5% of its 13F dollars, 12.5% of its 32 holders

CLOB5.7% of its 13F dollars, 13.8% of its 29 holders

Largest institutions holding both

Firm	PFRL	CLOB
Osaic Holdings, Inc.	$3.8M	$955K
Royal Bank of Canada	$59K	$2.8M
Summit Financial, LLC	$506K	$518K
International Assets Investment Management, LLC	$6K	$136K

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: PFRL institutional holders, CLOB institutional holders.

Frequently asked questions

How much do PFRL and CLOB overlap?

0.0% by weight, with 0 holdings in common, using holdings for PFRL as of May 29, 2026 and CLOB as of June 30, 2026.

Do institutions hold both PFRL and CLOB?

4 Form 13F filers report positions in both, out of 57 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%.