OPPE vs JXI overlap
OPPE and JXI overlap 3.5% by weight, across 6 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OPPE | JXI | Overlap |
|---|---|---|---|
| ENEL SpaENEL | 0.96% | 3.86% | 0.96% |
| EDP SAEDP | 1.52% | 0.69% | 0.69% |
| EngieENGI | 0.51% | 2.55% | 0.51% |
| Centrica PLCCNA | 1.15% | 0.46% | 0.46% |
| Fortum OYJFORTUM | 1.35% | 0.45% | 0.45% |
| EndesaELE | 0.44% | 0.63% | 0.44% |
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: OPPE, SEC Form N-PORT, June 30, 2026; JXI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OPPE | JXI |
|---|---|---|
| LPL Financial LLC | $20.6M | $14.6M |
| Morgan Stanley | $158K | $13.2M |
| Cetera Investment Advisers | $655K | $3.4M |
| Raymond James Financial Inc. | $672K | $3.1M |
| Flow Traders U.S. LLC | $1.2M | $2.6M |
| UBS Group AG | $1.8M | $1.8M |
| Jane Street Group, LLC | $544K | $2.7M |
| Bank of America Corp. | $1.5M | $1.7M |
| Kestra Advisory Services, LLC | $470K | $1.9M |
| Janney Montgomery Scott LLC | $1.1M | $1.1M |
| Royal Bank of Canada | $222K | $1.7M |
| Jones Financial Companies LLLP | $875K | $929K |
| Cambridge Investment Research Advisors, Inc. | $522K | $940K |
| Osaic Holdings, Inc. | $285K | $1.1M |
| Envestnet Asset Management Inc. | $450K | $794K |
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: OPPE institutional holders, JXI institutional holders.
Frequently asked questions
How much do OPPE and JXI overlap?
3.5% by weight, with 6 holdings in common, using holdings for OPPE as of June 30, 2026 and JXI as of June 30, 2026. The largest shared position is ENEL.
Do institutions hold both OPPE and JXI?
23 Form 13F filers report positions in both, out of 115 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%.