LTPZ vs CDX overlap
LTPZ and CDX 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: LTPZ, SEC Form N-PORT, June 30, 2026; CDX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | LTPZ | CDX |
|---|---|---|
| CENTRAL TRUST Co | $37.3M | $4K |
| Envestnet Asset Management Inc. | $1.7M | $35.0M |
| AE Wealth Management LLC | $8.8M | $25.0M |
| Morgan Stanley | $24.1M | $29 |
| Wells Fargo & Company | $22.3M | $12K |
| LPL Financial LLC | $4.7M | $7.8M |
| Osaic Holdings, Inc. | $6.5M | $5.3M |
| HighTower Advisors, LLC | $7.0M | $464K |
| Citadel Advisors LLC | $2.0M | $1.3M |
| Steward Partners Investment Advisory, LLC | $238K | $2.9M |
| MML Investors Services, LLC | $1.2M | $934K |
| SteelPeak Wealth, LLC | $1.3M | $497K |
| Bank of America Corp. | $1.4M | $373K |
| IFG Advisory, LLC | $826K | $8K |
| GFS Advisors, LLC | $206K | $556K |
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: LTPZ institutional holders, CDX institutional holders.
Frequently asked questions
How much do LTPZ and CDX overlap?
0.0% by weight, with 0 holdings in common, using holdings for LTPZ as of June 30, 2026 and CDX as of June 30, 2026.
Do institutions hold both LTPZ and CDX?
24 Form 13F filers report positions in both, out of 168 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%.