PIZ vs ONEY overlap
PIZ and ONEY 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: PIZ, SEC Form N-PORT, July 31, 2026; ONEY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PIZ | ONEY |
|---|---|---|
| LPL Financial LLC | $54.0M | $76.0M |
| Wells Fargo & Company | $110.0M | $750K |
| Cambridge Investment Research Advisors, Inc. | $18.8M | $89.7M |
| Morgan Stanley | $66.7M | $357K |
| Raymond James Financial Inc. | $27.1M | $21.9M |
| Royal Bank of Canada | $36.2M | $189K |
| Envestnet Asset Management Inc. | $15.9M | $13.4M |
| Cetera Investment Advisers | $9.2M | $8.7M |
| Wealth Enhancement Advisory Services, LLC | $17.0M | $291K |
| Jones Financial Companies LLLP | $7.5M | $3.6M |
| Equitable Holdings, Inc. | $3.8M | $6.9M |
| Osaic Holdings, Inc. | $4.6M | $4.1M |
| Northwestern Mutual Wealth Management Co | $109K | $7.7M |
| Steward Partners Investment Advisory, LLC | $551K | $7.2M |
| Bank of America Corp. | $1.2M | $4.1M |
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: PIZ institutional holders, ONEY institutional holders.
Frequently asked questions
How much do PIZ and ONEY overlap?
0.0% by weight, with 0 holdings in common, using holdings for PIZ as of July 31, 2026 and ONEY as of June 30, 2026.
Do institutions hold both PIZ and ONEY?
32 Form 13F filers report positions in both, out of 205 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%.