PGF vs CPLS overlap
PGF and CPLS overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PGF: July 31, 2026, CPLS: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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; CPLS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PGF | CPLS |
|---|---|---|
| LPL Financial LLC | $9.8M | $57.9M |
| Morgan Stanley | $20.5M | $282K |
| UBS Group AG | $18.4M | $5K |
| Wells Fargo & Company | $9.3M | $13 |
| Royal Bank of Canada | $2.2M | $5.5M |
| Envestnet Asset Management Inc. | $1.1M | $5.4M |
| Raymond James Financial Inc. | $2.4M | $3.0M |
| Osaic Holdings, Inc. | $1.4M | $817K |
| Kestra Advisory Services, LLC | $512K | $1.4M |
| Citadel Advisors LLC | $844K | $734K |
| Cetera Investment Advisers | $971K | $258K |
| Jones Financial Companies LLLP | $465K | $27K |
| NewEdge Advisors, LLC | $350K | $6K |
| Focus Partners Wealth | $156K | $200K |
| Private Trust Co NA | $116K | $27K |
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, CPLS institutional holders.
Frequently asked questions
How much do PGF and CPLS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PGF as of July 31, 2026 and CPLS as of May 31, 2026.
Do institutions hold both PGF and CPLS?
18 Form 13F filers report positions in both, out of 153 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%.