OPPJ vs HSCZ overlap
OPPJ and HSCZ 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: OPPJ, SEC Form N-PORT, June 30, 2026; HSCZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OPPJ | HSCZ |
|---|---|---|
| LPL Financial LLC | $17.7M | $6.0M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $19.6M |
| Morgan Stanley | $19.9M | $32K |
| Berkeley, Inc | $13.1M | $1.3M |
| Bank of America Corp. | $4.4M | $4.0M |
| Raymond James Financial Inc. | $1.8M | $6.5M |
| Cetera Investment Advisers | $592K | $4.0M |
| Citadel Advisors LLC | $2.2M | $1.2M |
| Envestnet Asset Management Inc. | $1.5M | $1.7M |
| Janney Montgomery Scott LLC | $231K | $2.0M |
| Osaic Holdings, Inc. | $803K | $1.4M |
| JPMorgan Chase & Co | $3K | $1.9M |
| Susquehanna International Group, LLP | $1.0M | $202K |
| Geneos Wealth Management Inc. | $306K | $133K |
| NewEdge Advisors, LLC | $227K | $21K |
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: OPPJ institutional holders, HSCZ institutional holders.
Frequently asked questions
How much do OPPJ and HSCZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for OPPJ as of June 30, 2026 and HSCZ as of July 31, 2026.
Do institutions hold both OPPJ and HSCZ?
22 Form 13F filers report positions in both, out of 117 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%.