YYY vs PFLD overlap
YYY 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: YYY, SEC Form N-PORT, June 30, 2026; PFLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | YYY | PFLD |
|---|---|---|
| Morgan Stanley | $65.0M | $90.7M |
| Wells Fargo & Company | $9.9M | $46.0M |
| LPL Financial LLC | $37.1M | $13.5M |
| Cambridge Investment Research Advisors, Inc. | $25.8M | $8.8M |
| Raymond James Financial Inc. | $15.4M | $8.0M |
| Osaic Holdings, Inc. | $15.4M | $6.8M |
| Royal Bank of Canada | $388K | $8.9M |
| Envestnet Asset Management Inc. | $4.7M | $1.3M |
| Commonwealth Equity Services, LLC | $2.5M | $2.4M |
| Cetera Investment Advisers | $3.1M | $1.7M |
| Wedbush Securities Inc. | $3.1M | $390K |
| Kestra Advisory Services, LLC | $2.2M | $635K |
| J.W. Cole Advisors, Inc. | $1.3M | $256K |
| Janney Montgomery Scott LLC | $274K | $1.2M |
| Independent Financial Group, LLC | $477K | $744K |
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: YYY institutional holders, PFLD institutional holders.
Frequently asked questions
How much do YYY and PFLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for YYY as of June 30, 2026 and PFLD as of July 31, 2026.
Do institutions hold both YYY and PFLD?
27 Form 13F filers report positions in both, out of 129 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%.