PZA vs BSCR overlap
PZA and BSCR 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; BSCR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | PZA | BSCR |
|---|---|---|
| Bank of America Corp. | $1.4B | $112.8M |
| UBS Group AG | $575.4M | $150.8M |
| Morgan Stanley | $50.2M | $201.3M |
| LPL Financial LLC | $95.2M | $147.2M |
| Ameriprise Financial Inc. | $172.8M | $23.1M |
| Wells Fargo & Company | $45.8M | $139.0M |
| Envestnet Asset Management Inc. | $124.7M | $22.9M |
| Raymond James Financial Inc. | $21.4M | $122.3M |
| Royal Bank of Canada | $16.0M | $51.4M |
| JPMorgan Chase & Co | $64.8M | $656K |
| MAI Capital Management | $946K | $61.8M |
| EP Wealth Advisors, LLC | $55.2M | $4.7M |
| Arax Advisory Partners | $42.7M | $16.0M |
| MML Investors Services, LLC | $9.6M | $42.9M |
| Cetera Investment Advisers | $29.7M | $21.4M |
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: PZA institutional holders, BSCR institutional holders.
Frequently asked questions
How much do PZA and BSCR overlap?
0.0% by weight, with 0 holdings in common, using holdings for PZA as of May 31, 2026 and BSCR as of May 31, 2026.
Do institutions hold both PZA and BSCR?
115 Form 13F filers report positions in both, out of 611 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%.