TAN vs PFXF overlap
TAN and PFXF 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: TAN, SEC Form N-PORT, May 31, 2026; PFXF, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TAN | PFXF |
|---|---|---|
| JPMorgan Chase & Co | $285.9M | $2.6M |
| Bank of America Corp. | $18.0M | $109.0M |
| Morgan Stanley | $40.7M | $59.1M |
| LPL Financial LLC | $19.0M | $60.7M |
| UBS Group AG | $37.6M | $12.6M |
| Wells Fargo & Company | $7.0M | $33.2M |
| Raymond James Financial Inc. | $5.5M | $33.5M |
| Jane Street Group, LLC | $34.5M | $555K |
| MML Investors Services, LLC | $386K | $30.0M |
| Cambridge Investment Research Advisors, Inc. | $12.0M | $10.8M |
| Royal Bank of Canada | $7.4M | $10.0M |
| Commonwealth Equity Services, LLC | $6.7M | $8.6M |
| Envestnet Asset Management Inc. | $1.9M | $12.9M |
| AE Wealth Management LLC | $14.6M | $4K |
| Osaic Holdings, Inc. | $5.5M | $7.1M |
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: TAN institutional holders, PFXF institutional holders.
Frequently asked questions
How much do TAN and PFXF overlap?
0.0% by weight, with 0 holdings in common, using holdings for TAN as of May 31, 2026 and PFXF as of June 30, 2026.
Do institutions hold both TAN and PFXF?
77 Form 13F filers report positions in both, out of 397 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%.