SCLZ vs JDIV overlap
SCLZ and JDIV overlap 17.6% by weight, across 15 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SCLZ | JDIV | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 3.74% | 6.62% | 3.74% |
| Nvidia Corp.NVDA | 6.03% | 2.47% | 2.47% |
| Johnson&JohnsonJNJ | 2.43% | 2.07% | 2.07% |
| Mastercard Inc.-aMA | 1.76% | 2.58% | 1.76% |
| Abbvie Inc.ABBV | 1.84% | 1.58% | 1.58% |
| Exxon Mobil Corp.XOM | 1.94% | 1.12% | 1.12% |
| Wells Fargo & CoWFC | 1.17% | 1.00% | 1.00% |
| Broadcom Inc.AVGO | 4.74% | 0.95% | 0.95% |
| McDonalds Corp.MCD | 0.78% | 1.53% | 0.78% |
| LOWE'S COS Inc.LOW | 0.66% | 1.80% | 0.66% |
| Cisco SystemsCSCO | 3.03% | 0.42% | 0.42% |
| Merck & CoMRK | 0.41% | 0.58% | 0.41% |
| Coca-Cola Co/theKO | 0.88% | 0.38% | 0.38% |
| META Platforms-aMETA | 3.36% | 0.28% | 0.28% |
| At&T Inc.T | 0.04% | 0.59% | 0.04% |
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: SCLZ, SEC Form N-PORT, June 30, 2026; JDIV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SCLZ | JDIV |
|---|---|---|
| Jane Street Group, LLC | $1.2M | $269K |
| Osaic Holdings, Inc. | $101K | $5K |
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: SCLZ institutional holders, JDIV institutional holders.
Frequently asked questions
How much do SCLZ and JDIV overlap?
17.6% by weight, with 15 holdings in common, using holdings for SCLZ as of June 30, 2026 and JDIV as of July 31, 2026. The largest shared position is MSFT.
Do institutions hold both SCLZ and JDIV?
2 Form 13F filers report positions in both, out of 20 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%.