PTF vs PFFA overlap
PTF and PFFA 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; PFFA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTF | PFFA |
|---|---|---|
| LPL Financial LLC | $79.1M | $44.1M |
| Cambridge Investment Research Advisors, Inc. | $9.6M | $61.6M |
| Morgan Stanley | $50.7M | $142K |
| Royal Bank of Canada | $13.7M | $21.2M |
| Bank of America Corp. | $32.1M | $1.5M |
| Osaic Holdings, Inc. | $7.4M | $25.7M |
| Raymond James Financial Inc. | $20.1M | $11.1M |
| HighTower Advisors, LLC | $27.2M | $1.4M |
| Envestnet Asset Management Inc. | $4.0M | $19.6M |
| MML Investors Services, LLC | $3.2M | $16.5M |
| Stifel Financial Corp. | $3.8M | $10.4M |
| Wells Fargo & Company | $13.6M | $21K |
| Steward Partners Investment Advisory, LLC | $696K | $10.2M |
| Equitable Holdings, Inc. | $1.2M | $9.5M |
| Janney Montgomery Scott LLC | $9.5M | $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: PTF institutional holders, PFFA institutional holders.
Frequently asked questions
How much do PTF and PFFA overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTF as of July 31, 2026 and PFFA as of July 31, 2026.
Do institutions hold both PTF and PFFA?
64 Form 13F filers report positions in both, out of 281 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%.