PRFD vs GDMA overlap

PRFD and GDMA overlap 0.0% by weight, across 0 shared holdings.

PRFDGDMA

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

PRFD0.0% of the fund is in shared holdings, of 211

GDMA0.0% of the fund is in shared holdings, of 26

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: PRFD, SEC Form N-PORT, June 30, 2026; GDMA, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 59 holding any

PRFD1.2% of its 13F dollars, 5.8% of its 52 holders

GDMA2.7% of its 13F dollars, 30.0% of its 10 holders

Largest institutions holding both

Firm	PRFD	GDMA
Vise Technologies, Inc.	$691K	$5.0M
HighTower Advisors, LLC	$1.7M	$336K
Royal Bank of Canada	$92K	$56K

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: PRFD institutional holders, GDMA institutional holders.

Frequently asked questions

How much do PRFD and GDMA overlap?

0.0% by weight, with 0 holdings in common, using holdings for PRFD as of June 30, 2026 and GDMA as of June 30, 2026.

Do institutions hold both PRFD and GDMA?

3 Form 13F filers report positions in both, out of 59 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%.