PZLV vs PJUS overlap

PZLV and PJUS overlap 3.2% by weight, across 3 shared holdings.

PZLVPJUS

Pick 2 to 4 ETFs.

3.2%

overlap by weight, across 3 shared holdings

PZLV6.1% of the fund is in shared holdings, of 41

PJUS3.3% of the fund is in shared holdings, of 91

Top shared holdings

Holding	PZLV	PJUS	Overlap
Shell PLCSHEL	1.27%	1.33%	1.27%
Bank of AmericaBAC	1.75%	1.16%	1.16%
Metlife Inc.MET	3.10%	0.77%	0.77%

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: PZLV, SEC Form N-PORT, May 31, 2026; PJUS, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 1 holding any

PZLV100.0% of its 13F dollars, 100.0% of its 1 holders

PJUS100.0% of its 13F dollars, 100.0% of its 1 holders

Largest institutions holding both

Firm	PZLV	PJUS
Citadel Advisors LLC	$409K	$423K

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: PZLV institutional holders, PJUS institutional holders.

Frequently asked questions

How much do PZLV and PJUS overlap?

3.2% by weight, with 3 holdings in common, using holdings for PZLV as of May 31, 2026 and PJUS as of May 29, 2026. The largest shared position is SHEL.

Do institutions hold both PZLV and PJUS?

1 Form 13F filers report positions in both, out of 1 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%.