PPI vs PEJ overlap
PPI and PEJ 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: PPI, SEC Form N-PORT, June 30, 2026; PEJ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PPI | PEJ |
|---|---|---|
| Morgan Stanley | $53K | $10.9M |
| Janney Montgomery Scott LLC | $4.6M | $4.7M |
| LPL Financial LLC | $4.3M | $4.6M |
| Raymond James Financial Inc. | $634K | $7.2M |
| Ashton Thomas Private Wealth, LLC | $1.7M | $110K |
| Integrated Wealth Concepts LLC | $20K | $1.8M |
| Osaic Holdings, Inc. | $419K | $1.2M |
| Commonwealth Equity Services, LLC | $240K | $874K |
| UBS Group AG | $383 | $966K |
| Jane Street Group, LLC | $210K | $295K |
| Fifth Third Bancorp | $213K | $73K |
| Harbour Investments, Inc. | $182K | $68K |
| PNC Financial Services Group, Inc. | $50K | $43K |
| IFG Advisory, LLC | $37K | $17K |
| Lanark Financial, Inc. | $31K | $15K |
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: PPI institutional holders, PEJ institutional holders.
Frequently asked questions
How much do PPI and PEJ overlap?
0.0% by weight, with 0 holdings in common, using holdings for PPI as of June 30, 2026 and PEJ as of July 31, 2026.
Do institutions hold both PPI and PEJ?
15 Form 13F filers report positions in both, out of 128 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%.