PRF vs JQUA overlap
PRF and JQUA overlap 37.6% by weight, across 267 shared holdings.
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Top shared holdings
| Holding | PRF | JQUA | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.34% | 2.08% | 2.08% |
| Microsoft Corp.MSFT | 2.63% | 2.01% | 2.01% |
| Alphabet Inc.-aGOOGL | 3.66% | 1.95% | 1.95% |
| Exxon Mobil Corp.XOM | 1.86% | 1.73% | 1.73% |
| Berkshire HATH-BBRK/B | 1.82% | 1.71% | 1.71% |
| META Platforms-aMETA | 1.38% | 1.67% | 1.38% |
| Johnson&JohnsonJNJ | 1.13% | 1.63% | 1.13% |
| Micron TechMU | 0.88% | 1.65% | 0.88% |
| Cisco SystemsCSCO | 0.85% | 1.35% | 0.85% |
| Merck & CoMRK | 0.78% | 1.02% | 0.78% |
| Chevron Corp.CVX | 1.30% | 0.69% | 0.69% |
| Procter & GamblePG | 0.68% | 0.99% | 0.68% |
| Nvidia Corp.NVDA | 0.60% | 1.92% | 0.60% |
| Abbvie Inc.ABBV | 0.58% | 1.24% | 0.58% |
| Broadcom Inc.AVGO | 0.56% | 2.00% | 0.56% |
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: PRF, SEC Form N-PORT, July 31, 2026; JQUA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PRF | JQUA |
|---|---|---|
| Savant Capital, LLC | $2.2M | $906.7M |
| Bank of America Corp. | $589.6M | $100.1M |
| Ameriprise Financial Inc. | $428.8M | $1.7M |
| LPL Financial LLC | $162.1M | $254.4M |
| Envestnet Asset Management Inc. | $258.6M | $63.2M |
| Focus Partners Wealth | $86.0M | $190.4M |
| PNC Financial Services Group, Inc. | $261.8M | $661K |
| Morgan Stanley | $115.1M | $130.8M |
| Sage Mountain Advisors LLC | $109K | $210.4M |
| Commonwealth Equity Services, LLC | $146.8M | $56.6M |
| Raymond James Financial Inc. | $83.2M | $117.1M |
| Waverly Advisors, LLC | $193.3M | $114K |
| Cambridge Investment Research Advisors, Inc. | $56.0M | $123.7M |
| Mariner, LLC | $163.6M | $2.8M |
| JPMorgan Chase & Co | $32.5M | $133.2M |
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: PRF institutional holders, JQUA institutional holders.
Frequently asked questions
How much do PRF and JQUA overlap?
37.6% by weight, with 267 holdings in common, using holdings for PRF as of July 31, 2026 and JQUA as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both PRF and JQUA?
181 Form 13F filers report positions in both, out of 888 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%.