RAFE vs PGRO overlap
4 institutions report holding both RAFE and PGRO.
RAFEPGRO
Pick 2 to 4 ETFs.
We don’t have holdings for PGRO. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
4
institutions report holding both, of 67 holding any
RAFE10.8% of its 13F dollars, 8.3% of its 48 holders
PGRO24.6% of its 13F dollars, 17.4% of its 23 holders
Largest institutions holding both
| Firm | RAFE | PGRO |
|---|---|---|
| Cetera Investment Advisers | $3.3M | $25.4M |
| LPL Financial LLC | $7.6M | $3.6M |
| Osaic Holdings, Inc. | $2.0M | $39K |
| Smartleaf Asset Management LLC | $70K | $2K |
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: RAFE institutional holders, PGRO institutional holders.
Frequently asked questions
Do institutions hold both RAFE and PGRO?
4 Form 13F filers report positions in both, out of 67 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%.