PZA vs BLV overlap
PZA and BLV 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: PZA, SEC Form N-PORT, May 31, 2026; BLV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | PZA | BLV |
|---|---|---|
| Bank of America Corp. | $1.4B | $70.0M |
| Envestnet Asset Management Inc. | $124.7M | $955.8M |
| UBS Group AG | $575.4M | $33.8M |
| LPL Financial LLC | $95.2M | $208.9M |
| Ameriprise Financial Inc. | $172.8M | $76.9M |
| Bank of New York Mellon Corp | $76.5M | $108.7M |
| Wells Fargo & Company | $45.8M | $98.6M |
| Cetera Investment Advisers | $29.7M | $71.7M |
| Cambridge Investment Research Advisors, Inc. | $4.8M | $92.6M |
| Royal Bank of Canada | $16.0M | $78.7M |
| Morgan Stanley | $50.2M | $42.0M |
| JPMorgan Chase & Co | $64.8M | $6.6M |
| Northwestern Mutual Wealth Management Co | $37.4M | $28.7M |
| Osaic Holdings, Inc. | $12.9M | $50.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $52.5M | $3.3M |
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: PZA institutional holders, BLV institutional holders.
Frequently asked questions
How much do PZA and BLV overlap?
0.0% by weight, with 0 holdings in common, using holdings for PZA as of May 31, 2026 and BLV as of June 30, 2026.
Do institutions hold both PZA and BLV?
137 Form 13F filers report positions in both, out of 598 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%.