TPZ vs PSCH overlap
TPZ and PSCH 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: TPZ, SEC Form N-PORT, May 31, 2026; PSCH, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TPZ | PSCH |
|---|---|---|
| LPL Financial LLC | $2.1M | $2.4M |
| Morgan Stanley | $1.6M | $2.6M |
| Cetera Investment Advisers | $3.0M | $466K |
| Cambridge Investment Research Advisors, Inc. | $2.4M | $608K |
| Wells Fargo & Company | $2K | $2.5M |
| Rockefeller Capital Management L.P. | $2.0M | $31K |
| Raymond James Financial Inc. | $447K | $1.1M |
| Osaic Holdings, Inc. | $725K | $417K |
| Susquehanna International Group, LLP | $699K | $251K |
| Creative Planning | $346K | $220K |
| Steward Partners Investment Advisory, LLC | $46K | $145K |
| JPMorgan Chase & Co | $93K | $38K |
| Northwestern Mutual Wealth Management Co | $6K | $7K |
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: TPZ institutional holders, PSCH institutional holders.
Frequently asked questions
How much do TPZ and PSCH overlap?
0.0% by weight, with 0 holdings in common, using holdings for TPZ as of May 31, 2026 and PSCH as of May 31, 2026.
Do institutions hold both TPZ and PSCH?
13 Form 13F filers report positions in both, out of 96 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%.