PFXF vs FNCL overlap
PFXF and FNCL 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: PFXF, SEC Form N-PORT, June 30, 2026; FNCL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFXF | FNCL |
|---|---|---|
| Lido Advisors, LLC | $2.0M | $195.6M |
| Bank of America Corp. | $109.0M | $9.7M |
| Morgan Stanley | $59.1M | $34.4M |
| LPL Financial LLC | $60.7M | $19.4M |
| Commonwealth Equity Services, LLC | $8.6M | $28.3M |
| Wells Fargo & Company | $33.2M | $3.7M |
| Raymond James Financial Inc. | $33.5M | $2.4M |
| Osaic Holdings, Inc. | $7.1M | $28.3M |
| MML Investors Services, LLC | $30.0M | $605K |
| Kestra Advisory Services, LLC | $2.6M | $18.1M |
| Cambridge Investment Research Advisors, Inc. | $10.8M | $7.2M |
| Envestnet Asset Management Inc. | $12.9M | $2.3M |
| UBS Group AG | $12.6M | $2.4M |
| Royal Bank of Canada | $10.0M | $3.4M |
| Procyon Advisors, LLC | $321K | $13.0M |
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: PFXF institutional holders, FNCL institutional holders.
Frequently asked questions
How much do PFXF and FNCL overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFXF as of June 30, 2026 and FNCL as of July 31, 2026.
Do institutions hold both PFXF and FNCL?
77 Form 13F filers report positions in both, out of 412 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%.