SILJ vs PFXF overlap
74 institutions report holding both SILJ and PFXF.
SILJPFXF
Pick 2 to 4 ETFs.
We don’t have holdings for SILJ. 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.
74
institutions report holding both, of 388 holding any
SILJ48.0% of its 13F dollars, 32.0% of its 231 holders
PFXF50.6% of its 13F dollars, 32.0% of its 231 holders
Largest institutions holding both
| Firm | SILJ | PFXF |
|---|---|---|
| Susquehanna International Group, LLP | $133.0M | $3.7M |
| Bank of America Corp. | $2.2M | $109.0M |
| LPL Financial LLC | $46.4M | $60.7M |
| Morgan Stanley | $36.1M | $59.1M |
| Cetera Investment Advisers | $68.0M | $5.0M |
| Raymond James Financial Inc. | $5.8M | $33.5M |
| Wells Fargo & Company | $8K | $33.2M |
| MML Investors Services, LLC | $450K | $30.0M |
| Mainstay Capital Management LLC | $18.7M | $226K |
| UBS Group AG | $3.0M | $12.6M |
| Cambridge Investment Research Advisors, Inc. | $3.9M | $10.8M |
| Osaic Holdings, Inc. | $7.4M | $7.1M |
| Royal Bank of Canada | $4.5M | $10.0M |
| Envestnet Asset Management Inc. | $1.3M | $12.9M |
| Commonwealth Equity Services, LLC | $5.3M | $8.6M |
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: SILJ institutional holders, PFXF institutional holders.
Frequently asked questions
Do institutions hold both SILJ and PFXF?
74 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%.