PRFZ vs DSTL overlap
PRFZ and DSTL overlap 1.1% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PRFZ | DSTL | Overlap |
|---|---|---|---|
| Docusign Inc.DOCU | 0.26% | 0.68% | 0.26% |
| Toast Inc.-aTOST | 0.22% | 0.76% | 0.22% |
| Tradeweb Marke-aTW | 0.20% | 0.41% | 0.20% |
| Nutanix Inc. - aNTNX | 0.19% | 0.95% | 0.19% |
| Medpace HoldingsMEDP | 0.13% | 0.89% | 0.13% |
| Reddit Inc.-aRDDT | 0.09% | 1.04% | 0.09% |
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: PRFZ, SEC Form N-PORT, July 31, 2026; DSTL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PRFZ | DSTL |
|---|---|---|
| Sequoia Financial Advisors, LLC | $1.3M | $356.0M |
| Bank of America Corp. | $157.8M | $231K |
| Wealth Enhancement Advisory Services, LLC | $23.1M | $119.1M |
| LPL Financial LLC | $78.0M | $30.7M |
| Cetera Investment Advisers | $57.7M | $40.9M |
| Raymond James Financial Inc. | $56.4M | $40.9M |
| AlphaCore Capital LLC | $13.1M | $61.8M |
| Morgan Stanley | $72.6M | $835K |
| Resonant Capital Advisors, LLC | $1.7M | $68.8M |
| Wells Fargo & Company | $57.5M | $39K |
| Royal Bank of Canada | $42.8M | $3.4M |
| Arlington Financial Advisors, LLC | $8.6M | $33.4M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $30.4M |
| Rockefeller Capital Management L.P. | $2.6M | $27.2M |
| Cerity Partners LLC | $6.9M | $18.4M |
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: PRFZ institutional holders, DSTL institutional holders.
Frequently asked questions
How much do PRFZ and DSTL overlap?
1.1% by weight, with 6 holdings in common, using holdings for PRFZ as of July 31, 2026 and DSTL as of June 30, 2026. The largest shared position is DOCU.
Do institutions hold both PRFZ and DSTL?
69 Form 13F filers report positions in both, out of 435 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%.