OCTZ vs HEQQ overlap

OCTZ and HEQQ overlap 0.0% by weight, across 0 shared holdings.

OCTZHEQQ

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

OCTZ0.0% of the fund is in shared holdings, of 1

HEQQ0.0% of the fund is in shared holdings, of 97

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: OCTZ, SEC Form N-PORT, June 30, 2026; HEQQ, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 26 holding any

OCTZ0.7% of its 13F dollars, 5.0% of its 20 holders

HEQQ4.7% of its 13F dollars, 14.3% of its 7 holders

Largest institutions holding both

Firm	OCTZ	HEQQ
Susquehanna International Group, LLP	$205K	$1.3M

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: OCTZ institutional holders, HEQQ institutional holders.

Frequently asked questions

How much do OCTZ and HEQQ overlap?

0.0% by weight, with 0 holdings in common, using holdings for OCTZ as of June 30, 2026 and HEQQ as of July 31, 2026.

Do institutions hold both OCTZ and HEQQ?

1 Form 13F filers report positions in both, out of 26 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%.