OVF vs JPXN overlap

OVF and JPXN overlap 0.0% by weight, across 0 shared holdings.

OVFJPXN

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

OVF0.0% of the fund is in shared holdings, of 2

JPXN0.0% of the fund is in shared holdings, of 389

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: OVF, SEC Form N-PORT, May 31, 2026; JPXN, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 35 holding any

OVF4.5% of its 13F dollars, 40.0% of its 10 holders

JPXN26.0% of its 13F dollars, 13.8% of its 29 holders

Largest institutions holding both

Firm	OVF	JPXN
Morgan Stanley	$48	$6.7M
LPL Financial LLC	$1.1M	$932K
Wells Fargo & Company	$236K	$98K
Osaic Holdings, Inc.	$61K	$204K

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: OVF institutional holders, JPXN institutional holders.

Frequently asked questions

How much do OVF and JPXN overlap?

0.0% by weight, with 0 holdings in common, using holdings for OVF as of May 31, 2026 and JPXN as of June 30, 2026.

Do institutions hold both OVF and JPXN?

4 Form 13F filers report positions in both, out of 35 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%.