PXF vs DFGP overlap
PXF and DFGP 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: PXF, SEC Form N-PORT, July 31, 2026; DFGP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PXF | DFGP |
|---|---|---|
| Bank of America Corp. | $73.7M | $38.6M |
| LPL Financial LLC | $72.0M | $8.0M |
| Wells Fargo & Company | $52.0M | $4.2M |
| UBS Group AG | $53.1M | $8K |
| Envestnet Asset Management Inc. | $7.2M | $38.8M |
| AE Wealth Management LLC | $353K | $33.3M |
| Allworth Financial LP | $48K | $32.5M |
| Jones Financial Companies LLLP | $5.2M | $26.4M |
| Integrated Wealth Concepts LLC | $446K | $30.2M |
| Commonwealth Equity Services, LLC | $6.8M | $23.8M |
| JPMorgan Chase & Co | $21.8M | $6.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $9.5M | $10.1M |
| Royal Bank of Canada | $18.4M | $377K |
| Savant Capital, LLC | $1.2M | $15.5M |
| National Bank of Canada | $14.4M | $266K |
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: PXF institutional holders, DFGP institutional holders.
Frequently asked questions
How much do PXF and DFGP overlap?
0.0% by weight, with 0 holdings in common, using holdings for PXF as of July 31, 2026 and DFGP as of July 31, 2026.
Do institutions hold both PXF and DFGP?
48 Form 13F filers report positions in both, out of 388 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%.