TFLR vs PCEF overlap
TFLR and PCEF 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: TFLR, SEC Form N-PORT, May 31, 2026; PCEF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TFLR | PCEF |
|---|---|---|
| Royal Bank of Canada | $805K | $63.1M |
| Envestnet Asset Management Inc. | $7.4M | $46.0M |
| Morgan Stanley | $154K | $53.0M |
| Raymond James Financial Inc. | $34.1M | $12.0M |
| Bank of America Corp. | $12.7M | $18.6M |
| Wells Fargo & Company | $37 | $28.4M |
| Cetera Investment Advisers | $15.2M | $9.4M |
| LPL Financial LLC | $3.9M | $18.5M |
| Commonwealth Equity Services, LLC | $10.8M | $7.4M |
| Osaic Holdings, Inc. | $6.8M | $7.4M |
| Cambridge Investment Research Advisors, Inc. | $3.7M | $10.5M |
| Stifel Financial Corp. | $12.2M | $1.4M |
| Wealth Enhancement Advisory Services, LLC | $5.9M | $4.7M |
| Kestra Advisory Services, LLC | $5.0M | $672K |
| Mariner, LLC | $1.3M | $2.6M |
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: TFLR institutional holders, PCEF institutional holders.
Frequently asked questions
How much do TFLR and PCEF overlap?
0.0% by weight, with 0 holdings in common, using holdings for TFLR as of May 31, 2026 and PCEF as of May 31, 2026.
Do institutions hold both TFLR and PCEF?
35 Form 13F filers report positions in both, out of 200 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%.