RAVI vs PRFZ overlap
RAVI and PRFZ 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: RAVI, SEC Form N-PORT, July 31, 2026; PRFZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RAVI | PRFZ |
|---|---|---|
| Northern Trust Corp. | $1.2B | $907K |
| Morgan Stanley | $15.8M | $72.6M |
| LPL Financial LLC | $9.0M | $78.0M |
| Cetera Investment Advisers | $1.3M | $57.7M |
| Wells Fargo & Company | $12K | $57.5M |
| Royal Bank of Canada | $325K | $42.8M |
| Wealth Enhancement Advisory Services, LLC | $1.2M | $23.1M |
| Baird Financial Group, Inc. | $2.2M | $16.1M |
| UBS Group AG | $734K | $13.5M |
| Envestnet Asset Management Inc. | $8.0M | $4.9M |
| Creative Planning | $272K | $9.1M |
| JPMorgan Chase & Co | $810K | $8.5M |
| MML Investors Services, LLC | $7.9M | $231K |
| HighTower Advisors, LLC | $326K | $6.4M |
| Commonwealth Equity Services, LLC | $1.4M | $4.5M |
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: RAVI institutional holders, PRFZ institutional holders.
Frequently asked questions
How much do RAVI and PRFZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for RAVI as of July 31, 2026 and PRFZ as of July 31, 2026.
Do institutions hold both RAVI and PRFZ?
42 Form 13F filers report positions in both, out of 394 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%.