PRN vs CFO overlap
PRN and CFO overlap 2.4% by weight, across 12 shared holdings.
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Top shared holdings
| Holding | PRN | CFO | Overlap |
|---|---|---|---|
| Caterpillar Inc.CAT | 3.05% | 0.25% | 0.25% |
| Cummins Inc.CMI | 2.17% | 0.23% | 0.23% |
| Quanta ServicesPWR | 4.51% | 0.22% | 0.22% |
| Clean HarborsCLH | 2.63% | 0.22% | 0.22% |
| Jabil Inc.JBL | 3.63% | 0.21% | 0.21% |
| Howmet AerospaceHWM | 4.62% | 0.20% | 0.20% |
| MKS Inc.MKSI | 2.63% | 0.20% | 0.20% |
| Curtiss-WrightCW | 2.79% | 0.19% | 0.19% |
| Woodward Inc.WWD | 2.12% | 0.19% | 0.19% |
| Sterling InfrastSTRL | 3.72% | 0.19% | 0.19% |
| Emcor Group Inc.EME | 3.73% | 0.16% | 0.16% |
| Comfort SystemsFIX | 4.88% | 0.14% | 0.14% |
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: PRN, SEC Form N-PORT, July 31, 2026; CFO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PRN | CFO |
|---|---|---|
| LPL Financial LLC | $31.8M | $24.1M |
| Raymond James Financial Inc. | $18.7M | $29.5M |
| Morgan Stanley | $22.6M | $20.4M |
| Cetera Investment Advisers | $3.9M | $35.2M |
| Wells Fargo & Company | $26.9M | $7.5M |
| Silver Oak Securities, Incorporated | $455K | $23.7M |
| Ameriprise Financial Inc. | $21.3M | $2.0M |
| Royal Bank of Canada | $3.2M | $16.3M |
| Bank of America Corp. | $7.0M | $10.4M |
| Integrated Wealth Concepts LLC | $165K | $16.0M |
| Stifel Financial Corp. | $582K | $14.1M |
| Commonwealth Equity Services, LLC | $1.0M | $13.1M |
| Janney Montgomery Scott LLC | $9.0M | $1.2M |
| Osaic Holdings, Inc. | $8.0M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $2.3M |
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: PRN institutional holders, CFO institutional holders.
Frequently asked questions
How much do PRN and CFO overlap?
2.4% by weight, with 12 holdings in common, using holdings for PRN as of July 31, 2026 and CFO as of June 30, 2026. The largest shared position is CAT.
Do institutions hold both PRN and CFO?
34 Form 13F filers report positions in both, out of 146 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%.