PJFV vs GROZ overlap
PJFV and GROZ overlap 23.6% by weight, across 10 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | PJFV | GROZ | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 5.61% | 8.19% | 5.61% |
| Amazon.COM Inc.AMZN | 4.15% | 5.26% | 4.15% |
| ELI Lilly & CoLLY | 2.71% | 3.40% | 2.71% |
| DELL Techn-CDELL | 2.64% | 2.44% | 2.44% |
| Broadcom Inc.AVGO | 2.42% | 6.59% | 2.42% |
| Goldman Sachs GPGS | 2.27% | 2.90% | 2.27% |
| META Platforms-aMETA | 1.26% | 3.11% | 1.26% |
| Abbvie Inc.ABBV | 1.90% | 1.25% | 1.25% |
| Applied MaterialAMAT | 2.95% | 0.92% | 0.92% |
| Walmart Inc.WMT | 3.78% | 0.61% | 0.61% |
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: PJFV, SEC Form N-PORT, May 29, 2026; GROZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PJFV | GROZ |
|---|---|---|
| LPL Financial LLC | $8.5M | $2.4M |
| Envestnet Asset Management Inc. | $664K | $1.4M |
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: PJFV institutional holders, GROZ institutional holders.
Frequently asked questions
How much do PJFV and GROZ overlap?
23.6% by weight, with 10 holdings in common, using holdings for PJFV as of May 29, 2026 and GROZ as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both PJFV and GROZ?
2 Form 13F filers report positions in both, out of 63 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%.