PFXF vs IAI overlap
PFXF and IAI 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; IAI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PFXF | IAI |
|---|---|---|
| Morgan Stanley | $59.1M | $74.7M |
| Bank of America Corp. | $109.0M | $21.8M |
| LPL Financial LLC | $60.7M | $20.9M |
| MML Investors Services, LLC | $30.0M | $48.1M |
| Wells Fargo & Company | $33.2M | $41.8M |
| Raymond James Financial Inc. | $33.5M | $8.0M |
| Osaic Holdings, Inc. | $7.1M | $22.4M |
| Royal Bank of Canada | $10.0M | $16.6M |
| UBS Group AG | $12.6M | $13.1M |
| Ameriprise Financial Inc. | $4.7M | $16.3M |
| AlphaCore Capital LLC | $362K | $19.4M |
| Equitable Holdings, Inc. | $3.0M | $16.4M |
| Envestnet Asset Management Inc. | $12.9M | $4.1M |
| Cambridge Investment Research Advisors, Inc. | $10.8M | $5.4M |
| Commonwealth Equity Services, LLC | $8.6M | $4.7M |
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, IAI institutional holders.
Frequently asked questions
How much do PFXF and IAI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFXF as of June 30, 2026 and IAI as of June 30, 2026.
Do institutions hold both PFXF and IAI?
69 Form 13F filers report positions in both, out of 353 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%.