OPTZ vs MNZL overlap
OPTZ and MNZL overlap 19.9% by weight, across 99 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OPTZ | MNZL | Overlap |
|---|---|---|---|
| Micron TechMU | 3.05% | 3.26% | 3.05% |
| ADV Micro DeviceAMD | 2.95% | 2.72% | 2.72% |
| Applied MaterialAMAT | 2.18% | 1.40% | 1.40% |
| LAM ResearchLRCX | 2.13% | 1.28% | 1.28% |
| Apple Inc.AAPL | 1.10% | 15.78% | 1.10% |
| KLA Corp.KLAC | 2.20% | 0.83% | 0.83% |
| Analog DevicesADI | 1.23% | 0.63% | 0.63% |
| Western DigitalWDC | 2.55% | 0.63% | 0.63% |
| Sandisk Corp.SNDK | 4.22% | 0.63% | 0.63% |
| Marriott Intl-aMAR | 0.26% | 0.29% | 0.26% |
| Teradyne Inc.TER | 1.73% | 0.20% | 0.20% |
| Pepsico Inc.PEP | 0.19% | 0.71% | 0.19% |
| ELI Lilly & CoLLY | 0.19% | 3.26% | 0.19% |
| Comfort SystemsFIX | 0.18% | 0.19% | 0.18% |
| GE Vernova Inc.GEV | 0.18% | 0.93% | 0.18% |
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: OPTZ, SEC Form N-PORT, June 30, 2026; MNZL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OPTZ | MNZL |
|---|---|---|
| UBS Group AG | $33K | $4K |
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: OPTZ institutional holders, MNZL institutional holders.
Frequently asked questions
How much do OPTZ and MNZL overlap?
19.9% by weight, with 99 holdings in common, using holdings for OPTZ as of June 30, 2026 and MNZL as of July 31, 2026. The largest shared position is MU.
Do institutions hold both OPTZ and MNZL?
1 Form 13F filers report positions in both, out of 8 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%.