PRFZ vs LCTU overlap
82 institutions report holding both PRFZ and LCTU.
PRFZLCTU
Pick 2 to 4 ETFs.
We don’t have holdings for LCTU. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
82
institutions report holding both, of 490 holding any
PRFZ41.8% of its 13F dollars, 22.7% of its 361 holders
LCTU55.2% of its 13F dollars, 38.9% of its 211 holders
Largest institutions holding both
| Firm | PRFZ | LCTU |
|---|---|---|
| Envestnet Asset Management Inc. | $4.9M | $338.1M |
| LPL Financial LLC | $78.0M | $98.8M |
| Cetera Investment Advisers | $57.7M | $22.5M |
| Morgan Stanley | $72.6M | $104K |
| JPMorgan Chase & Co | $8.5M | $58.1M |
| Raymond James Financial Inc. | $56.4M | $3.3M |
| Wells Fargo & Company | $57.5M | $38K |
| Royal Bank of Canada | $42.8M | $8.2M |
| Park Avenue Securities LLC | $286K | $33.6M |
| Wealth Enhancement Advisory Services, LLC | $23.1M | $2.6M |
| Sanctuary Advisors, LLC | $16.3M | $5.1M |
| Equitable Holdings, Inc. | $16.0M | $4.7M |
| MML Investors Services, LLC | $231K | $18.6M |
| UBS Group AG | $13.5M | $703K |
| AQR Capital Management LLC | $12.5M | $282K |
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, LCTU institutional holders.
Frequently asked questions
Do institutions hold both PRFZ and LCTU?
82 Form 13F filers report positions in both, out of 490 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%.