OPPJ vs MINV overlap
OPPJ and MINV overlap 1.5% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OPPJ | MINV | Overlap |
|---|---|---|---|
| Panasonic Holdin6752 | 2.59% | 1.47% | 1.47% |
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; MINV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OPPJ | MINV |
|---|---|---|
| National Bank of Canada | $1.3M | $29.0M |
| Morgan Stanley | $19.9M | $27K |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $6.9M |
| Geneos Wealth Management Inc. | $306K | $5.3M |
| Citadel Advisors LLC | $2.2M | $1.9M |
| Raymond James Financial Inc. | $1.8M | $1.7M |
| Jones Financial Companies LLLP | $2.7M | $9K |
| Farther Finance Advisors, LLC | $103K | $287K |
| Ameritas Advisory Services, LLC | $1K | $221K |
| UBS Group AG | $24K | $12K |
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, MINV institutional holders.
Frequently asked questions
How much do OPPJ and MINV overlap?
1.5% by weight, with 1 holdings in common, using holdings for OPPJ as of June 30, 2026 and MINV as of June 30, 2026. The largest shared position is 6752.
Do institutions hold both OPPJ and MINV?
10 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%.