PREF vs FTHI overlap
PREF and FTHI 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; FTHI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PREF | FTHI |
|---|---|---|
| LPL Financial LLC | $61.5M | $264.1M |
| Wells Fargo & Company | $87.0M | $181.7M |
| UBS Group AG | $147.0M | $2K |
| Raymond James Financial Inc. | $36.6M | $105.4M |
| Morgan Stanley | $137.0M | $510K |
| Royal Bank of Canada | $60.2M | $66.8M |
| Envestnet Asset Management Inc. | $24.8M | $92.1M |
| Ameriprise Financial Inc. | $36.2M | $79.3M |
| Commonwealth Equity Services, LLC | $4.8M | $47.2M |
| Cetera Investment Advisers | $209K | $45.9M |
| Principal Securities, Inc. | $27.1M | $1.5M |
| Cambridge Investment Research Advisors, Inc. | $508K | $25.5M |
| Wealth Enhancement Advisory Services, LLC | $12.0M | $5.2M |
| Baird Financial Group, Inc. | $4.9M | $11.5M |
| Stifel Financial Corp. | $1.8M | $14.3M |
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, FTHI institutional holders.
Frequently asked questions
How much do PREF and FTHI overlap?
0.0% by weight, with 0 holdings in common, using holdings for PREF as of June 30, 2026 and FTHI as of June 30, 2026.
Do institutions hold both PREF and FTHI?
48 Form 13F filers report positions in both, out of 310 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%.