PGF vs CAFX overlap
PGF and CAFX 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: PGF, SEC Form N-PORT, July 31, 2026; CAFX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PGF | CAFX |
|---|---|---|
| Envestnet Asset Management Inc. | $1.1M | $64.0M |
| Osaic Holdings, Inc. | $1.4M | $25.5M |
| LPL Financial LLC | $9.8M | $3.5M |
| MML Investors Services, LLC | $958K | $9.0M |
| Janney Montgomery Scott LLC | $2.5M | $2.1M |
| Commonwealth Equity Services, LLC | $1.1M | $2.6M |
| Citadel Advisors LLC | $844K | $2.3M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $512K |
| Truist Financial Corp. | $355K | $1.2M |
| Kestra Advisory Services, LLC | $512K | $603K |
| Susquehanna International Group, LLP | $688K | $310K |
| Farther Finance Advisors, LLC | $99K | $350K |
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: PGF institutional holders, CAFX institutional holders.
Frequently asked questions
How much do PGF and CAFX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PGF as of July 31, 2026 and CAFX as of July 31, 2026.
Do institutions hold both PGF and CAFX?
12 Form 13F filers report positions in both, out of 161 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%.