YEAR vs PFFD overlap
YEAR and PFFD 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: YEAR, SEC Form N-PORT, May 31, 2026; PFFD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | YEAR | PFFD |
|---|---|---|
| LPL Financial LLC | $153.3M | $63.5M |
| Bank of America Corp. | $18.9M | $95.0M |
| Wells Fargo & Company | $45.6M | $47.2M |
| Raymond James Financial Inc. | $46.6M | $12.4M |
| Envestnet Asset Management Inc. | $7.8M | $47.1M |
| Morgan Stanley | $97 | $52.3M |
| Lido Advisors, LLC | $307K | $32.3M |
| Cetera Investment Advisers | $3.4M | $27.5M |
| Creative Planning | $5.4M | $20.7M |
| MAI Capital Management | $903K | $16.0M |
| Global Retirement Partners, LLC | $13.7M | $3.1M |
| Steward Partners Investment Advisory, LLC | $824K | $13.4M |
| Private Advisor Group, LLC | $10.2M | $3.1M |
| MML Investors Services, LLC | $468K | $12.0M |
| UBS Group AG | $201 | $12.4M |
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: YEAR institutional holders, PFFD institutional holders.
Frequently asked questions
How much do YEAR and PFFD overlap?
0.0% by weight, with 0 holdings in common, using holdings for YEAR as of May 31, 2026 and PFFD as of May 31, 2026.
Do institutions hold both YEAR and PFFD?
43 Form 13F filers report positions in both, out of 331 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%.