PRFD vs MBCE overlap

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

PRFDMBCE

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

MBCE0.0% of the fund is in shared holdings, of 24

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; MBCE, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 58 holding any

PRFD11.3% of its 13F dollars, 7.7% of its 52 holders

MBCE2.3% of its 13F dollars, 40.0% of its 10 holders

Largest institutions holding both

Firm	PRFD	MBCE
LPL Financial LLC	$17.5M	$4.2M
RFG Advisory, LLC	$4.8M	$232K
AE Wealth Management LLC	$536K	$31K
JPMorgan Chase & Co	$9K	$217K

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, MBCE institutional holders.

Frequently asked questions

How much do PRFD and MBCE overlap?

0.0% by weight, with 0 holdings in common, using holdings for PRFD as of June 30, 2026 and MBCE as of May 31, 2026.

Do institutions hold both PRFD and MBCE?

4 Form 13F filers report positions in both, out of 58 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%.