PTF vs EIPX overlap
PTF and EIPX 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: PTF, SEC Form N-PORT, July 31, 2026; EIPX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTF | EIPX |
|---|---|---|
| LPL Financial LLC | $79.1M | $9.9M |
| Morgan Stanley | $50.7M | $795K |
| Raymond James Financial Inc. | $20.1M | $5.8M |
| Royal Bank of Canada | $13.7M | $609K |
| Wells Fargo & Company | $13.6M | $21K |
| Cambridge Investment Research Advisors, Inc. | $9.6M | $2.5M |
| Stifel Financial Corp. | $3.8M | $7.7M |
| Osaic Holdings, Inc. | $7.4M | $150K |
| Cetera Investment Advisers | $5.3M | $1.9M |
| UBS Group AG | $5.9M | $1.3M |
| Rockefeller Capital Management L.P. | $3.2M | $3.6M |
| StoneX Group Inc. | $5.2M | $917K |
| Integrated Wealth Concepts LLC | $3.0M | $1.8M |
| Envestnet Asset Management Inc. | $4.0M | $229K |
| MML Investors Services, LLC | $3.2M | $274K |
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: PTF institutional holders, EIPX institutional holders.
Frequently asked questions
How much do PTF and EIPX overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTF as of July 31, 2026 and EIPX as of July 31, 2026.
Do institutions hold both PTF and EIPX?
26 Form 13F filers report positions in both, out of 172 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%.