PREF vs DSTL overlap
PREF and DSTL 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: PREF, SEC Form N-PORT, June 30, 2026; DSTL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PREF | DSTL |
|---|---|---|
| Bank of America Corp. | $225.3M | $231K |
| UBS Group AG | $147.0M | $510K |
| Morgan Stanley | $137.0M | $835K |
| Wealth Enhancement Advisory Services, LLC | $12.0M | $119.1M |
| LPL Financial LLC | $61.5M | $30.7M |
| Wells Fargo & Company | $87.0M | $39K |
| Raymond James Financial Inc. | $36.6M | $40.9M |
| Royal Bank of Canada | $60.2M | $3.4M |
| Cetera Investment Advisers | $209K | $40.9M |
| Rockefeller Capital Management L.P. | $3.9M | $27.2M |
| Cambridge Investment Research Advisors, Inc. | $508K | $30.4M |
| Envestnet Asset Management Inc. | $24.8M | $2.5M |
| Cerity Partners LLC | $1.2M | $18.4M |
| Indivisible Partners | $270K | $17.9M |
| JPMorgan Chase & Co | $3.7M | $13.6M |
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: PREF institutional holders, DSTL institutional holders.
Frequently asked questions
How much do PREF and DSTL overlap?
0.0% by weight, with 0 holdings in common, using holdings for PREF as of June 30, 2026 and DSTL as of June 30, 2026.
Do institutions hold both PREF and DSTL?
35 Form 13F filers report positions in both, out of 242 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%.