PTL vs ALLW overlap
PTL and ALLW overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (PTL: May 31, 2026, ALLW: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: PTL, SEC Form N-PORT, May 31, 2026; ALLW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PTL | ALLW |
|---|---|---|
| LPL Financial LLC | $51.5M | $107.0M |
| AE Wealth Management LLC | $5.1M | $71.0M |
| Cambridge Investment Research Advisors, Inc. | $6.7M | $12.8M |
| Stifel Financial Corp. | $15.1M | $2.6M |
| Commonwealth Equity Services, LLC | $5.6M | $8.7M |
| Belpointe Asset Management LLC | $11.8M | $1.5M |
| Envestnet Asset Management Inc. | $5.2M | $2.7M |
| Focus Partners Wealth | $6.3M | $739K |
| Osaic Holdings, Inc. | $1.4M | $4.7M |
| Raymond James Financial Inc. | $2.2M | $2.3M |
| Equitable Holdings, Inc. | $3.7M | $210K |
| Private Advisor Group, LLC | $233K | $3.7M |
| Farther Finance Advisors, LLC | $1.0M | $2.8M |
| Fiduciary Alliance LLC | $2.1M | $1.3M |
| Harbour Investments, Inc. | $96K | $3.0M |
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: PTL institutional holders, ALLW institutional holders.
Frequently asked questions
How much do PTL and ALLW overlap?
0.0% by weight, with 0 holdings in common, using holdings for PTL as of May 31, 2026 and ALLW as of July 31, 2026.
Do institutions hold both PTL and ALLW?
24 Form 13F filers report positions in both, out of 260 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%.