PRN vs DIAL overlap
PRN and DIAL 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: PRN, SEC Form N-PORT, July 31, 2026; DIAL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PRN | DIAL |
|---|---|---|
| Ameriprise Financial Inc. | $21.3M | $113.5M |
| LPL Financial LLC | $31.8M | $44.6M |
| Wells Fargo & Company | $26.9M | $15.1M |
| Morgan Stanley | $22.6M | $15.8M |
| Bank of America Corp. | $7.0M | $16.8M |
| Raymond James Financial Inc. | $18.7M | $1.2M |
| UBS Group AG | $1.6M | $12.5M |
| Royal Bank of Canada | $3.2M | $6.5M |
| Osaic Holdings, Inc. | $8.0M | $609K |
| Envestnet Asset Management Inc. | $7.6M | $209K |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $942K |
| Cetera Investment Advisers | $3.9M | $665K |
| Private Advisor Group, LLC | $2.8M | $1.7M |
| Citadel Advisors LLC | $434K | $2.1M |
| Commonwealth Equity Services, LLC | $1.0M | $1.1M |
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, DIAL institutional holders.
Frequently asked questions
How much do PRN and DIAL overlap?
0.0% by weight, with 0 holdings in common, using holdings for PRN as of July 31, 2026 and DIAL as of July 31, 2026.
Do institutions hold both PRN and DIAL?
23 Form 13F filers report positions in both, out of 136 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%.