PRFZ vs PREF overlap
PRFZ and PREF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: PRFZ, SEC Form N-PORT, July 31, 2026; PREF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PRFZ | PREF |
|---|---|---|
| Bank of America Corp. | $157.8M | $225.3M |
| Morgan Stanley | $72.6M | $137.0M |
| UBS Group AG | $13.5M | $147.0M |
| Wells Fargo & Company | $57.5M | $87.0M |
| LPL Financial LLC | $78.0M | $61.5M |
| Royal Bank of Canada | $42.8M | $60.2M |
| Raymond James Financial Inc. | $56.4M | $36.6M |
| Cetera Investment Advisers | $57.7M | $209K |
| Ameriprise Financial Inc. | $5.8M | $36.2M |
| Wealth Enhancement Advisory Services, LLC | $23.1M | $12.0M |
| Envestnet Asset Management Inc. | $4.9M | $24.8M |
| Baird Financial Group, Inc. | $16.1M | $4.9M |
| Sanctuary Advisors, LLC | $16.3M | $2.9M |
| Mariner, LLC | $12.5M | $1.0M |
| Benjamin Edwards Inc. | $1.5M | $11.7M |
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, PREF institutional holders.
Frequently asked questions
How much do PRFZ and PREF overlap?
0.0% by weight, with 0 holdings in common, using holdings for PRFZ as of July 31, 2026 and PREF as of June 30, 2026.
Do institutions hold both PRFZ and PREF?
62 Form 13F filers report positions in both, out of 433 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%.