PEZ vs MOTG overlap
PEZ and MOTG 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: PEZ, SEC Form N-PORT, July 31, 2026; MOTG, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PEZ | MOTG |
|---|---|---|
| Bank of America Corp. | $2.7M | $298K |
| Morgan Stanley | $1.5M | $734 |
| Wells Fargo & Company | $32 | $7 |
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: PEZ institutional holders, MOTG institutional holders.
Frequently asked questions
How much do PEZ and MOTG overlap?
0.0% by weight, with 0 holdings in common, using holdings for PEZ as of July 31, 2026 and MOTG as of June 30, 2026.
Do institutions hold both PEZ and MOTG?
3 Form 13F filers report positions in both, out of 32 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%.