REMX vs PDP overlap
REMX and PDP 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: REMX, SEC Form N-PORT, June 30, 2026; PDP, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | REMX | PDP |
|---|---|---|
| Morgan Stanley | $125.2M | $135.2M |
| LPL Financial LLC | $96.2M | $43.0M |
| Raymond James Financial Inc. | $20.9M | $100.8M |
| Bank of America Corp. | $48.4M | $51.7M |
| Wells Fargo & Company | $35.8M | $60.3M |
| Commonwealth Equity Services, LLC | $5.4M | $56.1M |
| Royal Bank of Canada | $12.6M | $45.4M |
| UBS Group AG | $30.7M | $27.2M |
| Stifel Financial Corp. | $10.0M | $37.5M |
| Rockefeller Capital Management L.P. | $10.9M | $23.6M |
| Summit Financial, LLC | $2.1M | $31.4M |
| Janney Montgomery Scott LLC | $1.4M | $27.6M |
| Cambridge Investment Research Advisors, Inc. | $11.5M | $15.0M |
| Susquehanna International Group, LLP | $21.7M | $1.1M |
| Savant Capital, LLC | $221K | $19.8M |
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: REMX institutional holders, PDP institutional holders.
Frequently asked questions
How much do REMX and PDP overlap?
0.0% by weight, with 0 holdings in common, using holdings for REMX as of June 30, 2026 and PDP as of July 31, 2026.
Do institutions hold both REMX and PDP?
94 Form 13F filers report positions in both, out of 487 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%.