PGHY vs HSCZ overlap
PGHY 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: PGHY, SEC Form N-PORT, July 31, 2026; HSCZ, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | PGHY | HSCZ |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.3M | $19.6M |
| LPL Financial LLC | $7.2M | $6.0M |
| Bank of America Corp. | $5.2M | $4.0M |
| Raymond James Financial Inc. | $513K | $6.5M |
| Cetera Investment Advisers | $1.0M | $4.0M |
| MML Investors Services, LLC | $692K | $1.7M |
| Envestnet Asset Management Inc. | $403K | $1.7M |
| JPMorgan Chase & Co | $132K | $1.9M |
| Osaic Holdings, Inc. | $484K | $1.4M |
| Morgan Stanley | $782K | $32K |
| Royal Bank of Canada | $61K | $24K |
| Global Retirement Partners, LLC | $76K | $4K |
| NewEdge Advisors, LLC | $40K | $21K |
| Key Capital Management, INC | $13K | $41K |
| Assetmark, Inc. | $39K | $3K |
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: PGHY institutional holders, HSCZ institutional holders.
Frequently asked questions
How much do PGHY and HSCZ overlap?
0.0% by weight, with 0 holdings in common, using holdings for PGHY as of July 31, 2026 and HSCZ as of July 31, 2026.
Do institutions hold both PGHY and HSCZ?
18 Form 13F filers report positions in both, out of 108 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%.