JOET vs GPZ overlap
JOET and GPZ 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: JOET, SEC Form N-PORT, July 31, 2026; GPZ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | JOET | GPZ |
|---|---|---|
| Bank of America Corp. | $8.4M | $22.2M |
| Morgan Stanley | $29.6M | $354K |
| Wells Fargo & Company | $20.9M | $793 |
| LPL Financial LLC | $18.1M | $1.1M |
| UBS Group AG | $22K | $8.0M |
| Raymond James Financial Inc. | $4.9M | $462K |
| Royal Bank of Canada | $991K | $3.1M |
| Osaic Holdings, Inc. | $2.6M | $9K |
| Steward Partners Investment Advisory, LLC | $65K | $929K |
| FMR LLC | $493K | $1K |
| Fifth Third Bancorp | $271K | $39K |
| US Bancorp | $19K | $1K |
| Ameritas Advisory Services, LLC | $5K | $9K |
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: JOET institutional holders, GPZ institutional holders.
Frequently asked questions
How much do JOET and GPZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for JOET as of July 31, 2026 and GPZ as of June 30, 2026.
Do institutions hold both JOET and GPZ?
13 Form 13F filers report positions in both, out of 97 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%.