SMB vs PFLD overlap
SMB 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: SMB, SEC Form N-PORT, July 31, 2026; PFLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SMB | PFLD |
|---|---|---|
| Morgan Stanley | $15.1M | $90.7M |
| Wells Fargo & Company | $10.2M | $46.0M |
| LPL Financial LLC | $10.3M | $13.5M |
| Raymond James Financial Inc. | $14.1M | $8.0M |
| JPMorgan Chase & Co | $12.5M | $3 |
| Royal Bank of Canada | $241K | $8.9M |
| L2 Asset Management, LLC | $828K | $8.1M |
| Stifel Financial Corp. | $7.9M | $935K |
| Osaic Holdings, Inc. | $896K | $6.8M |
| Ameriprise Financial Inc. | $6.8M | $246K |
| Wealth Enhancement Advisory Services, LLC | $196K | $6.6M |
| UBS Group AG | $6.1M | $254K |
| Independent Financial Group, LLC | $3.2M | $744K |
| Janney Montgomery Scott LLC | $2.5M | $1.2M |
| Commonwealth Equity Services, LLC | $347K | $2.4M |
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: SMB institutional holders, PFLD institutional holders.
Frequently asked questions
How much do SMB and PFLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for SMB as of July 31, 2026 and PFLD as of July 31, 2026.
Do institutions hold both SMB and PFLD?
32 Form 13F filers report positions in both, out of 135 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%.