XSW vs PRFD overlap
XSW and PRFD 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: XSW, SEC Form N-PORT, June 30, 2026; PRFD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | XSW | PRFD |
|---|---|---|
| LPL Financial LLC | $12.8M | $17.5M |
| Wells Fargo & Company | $11.3M | $33K |
| Raymond James Financial Inc. | $9.8M | $348K |
| JPMorgan Chase & Co | $7.2M | $9K |
| NewEdge Advisors, LLC | $17K | $6.5M |
| Royal Bank of Canada | $4.3M | $92K |
| Integrated Wealth Concepts LLC | $104K | $4.0M |
| HighTower Advisors, LLC | $2.4M | $1.7M |
| Osaic Holdings, Inc. | $1.7M | $117K |
| Cambridge Investment Research Advisors, Inc. | $422K | $1.1M |
| Envestnet Asset Management Inc. | $990K | $311K |
| Jane Street Group, LLC | $503K | $409K |
| Steward Partners Investment Advisory, LLC | $698K | $12K |
| Private Trust Co NA | $14K | $27K |
| Triumph Capital Management | $6K | $1K |
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: XSW institutional holders, PRFD institutional holders.
Frequently asked questions
How much do XSW and PRFD overlap?
0.0% by weight, with 0 holdings in common, using holdings for XSW as of June 30, 2026 and PRFD as of June 30, 2026.
Do institutions hold both XSW and PRFD?
15 Form 13F filers report positions in both, out of 169 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%.