PPH vs FDIS overlap
PPH and FDIS 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: PPH, SEC Form N-PORT, June 30, 2026; FDIS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PPH | FDIS |
|---|---|---|
| Morgan Stanley | $112.4M | $24.3M |
| Goldman Sachs Group Inc. | $128.9M | $1.7M |
| AE Wealth Management LLC | $110K | $126.6M |
| UBS Group AG | $56.6M | $2.4M |
| Citigroup Inc. | $34.8M | $8.7M |
| J.Safra Asset Management Corp | $35.0M | $1.8M |
| Susquehanna International Group, LLP | $30.8M | $1.5M |
| LPL Financial LLC | $12.9M | $13.0M |
| Assetmark, Inc. | $2K | $22.2M |
| Bank of America Corp. | $8.7M | $12.6M |
| Commonwealth Equity Services, LLC | $1.2M | $12.8M |
| Royal Bank of Canada | $10.4M | $2.2M |
| Raymond James Financial Inc. | $2.5M | $8.4M |
| Osaic Holdings, Inc. | $1.7M | $9.1M |
| Kestra Advisory Services, LLC | $389K | $8.6M |
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: PPH institutional holders, FDIS institutional holders.
Frequently asked questions
How much do PPH and FDIS overlap?
0.0% by weight, with 0 holdings in common, using holdings for PPH as of June 30, 2026 and FDIS as of July 31, 2026.
Do institutions hold both PPH and FDIS?
63 Form 13F filers report positions in both, out of 324 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%.