PFXF vs IYK overlap
PFXF and IYK 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; IYK, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PFXF | IYK |
|---|---|---|
| Bank of America Corp. | $109.0M | $40.7M |
| LPL Financial LLC | $60.7M | $59.5M |
| Morgan Stanley | $59.1M | $49.8M |
| JPMorgan Chase & Co | $2.6M | $72.8M |
| OpenArc Corporate Advisory, LLC | $761K | $55.0M |
| Wells Fargo & Company | $33.2M | $17.6M |
| Raymond James Financial Inc. | $33.5M | $15.8M |
| UBS Group AG | $12.6M | $26.5M |
| Northwestern Mutual Wealth Management Co | $4.3M | $34.4M |
| Cambridge Investment Research Advisors, Inc. | $10.8M | $25.4M |
| MML Investors Services, LLC | $30.0M | $3.3M |
| Royal Bank of Canada | $10.0M | $19.7M |
| Osaic Holdings, Inc. | $7.1M | $15.0M |
| Cetera Investment Advisers | $5.0M | $15.4M |
| Steward Partners Investment Advisory, LLC | $4.5M | $15.6M |
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, IYK institutional holders.
Frequently asked questions
How much do PFXF and IYK overlap?
0.0% by weight, with 0 holdings in common, using holdings for PFXF as of June 30, 2026 and IYK as of July 31, 2026.
Do institutions hold both PFXF and IYK?
94 Form 13F filers report positions in both, out of 423 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%.