RSSB vs PFLD overlap
RSSB and PFLD 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: RSSB, SEC Form N-PORT, July 31, 2026; PFLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSSB | PFLD |
|---|---|---|
| Integrated Wealth Concepts LLC | $31.9M | $150K |
| Commonwealth Equity Services, LLC | $15.4M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $8.8M |
| Osaic Holdings, Inc. | $1K | $6.8M |
| Envestnet Asset Management Inc. | $1.1M | $1.3M |
| JPMorgan Chase & Co | $932K | $3 |
| Bank of Montreal | $610K | $137K |
| Steward Partners Investment Advisory, LLC | $273K | $134K |
| CoreCap Advisors, LLC | $33K | $2K |
| Farther Finance Advisors, LLC | $2K | $23K |
| AE Wealth Management LLC | $4K | $13K |
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: RSSB institutional holders, PFLD institutional holders.
Frequently asked questions
How much do RSSB and PFLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for RSSB as of July 31, 2026 and PFLD as of July 31, 2026.
Do institutions hold both RSSB and PFLD?
11 Form 13F filers report positions in both, out of 95 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%.