ZROZ vs ONEY overlap
ZROZ and ONEY 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: ZROZ, SEC Form N-PORT, June 30, 2026; ONEY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | ZROZ | ONEY |
|---|---|---|
| LPL Financial LLC | $44.0M | $76.0M |
| Bank of America Corp. | $82.7M | $4.1M |
| Ameriprise Financial Inc. | $650K | $75.1M |
| Envestnet Asset Management Inc. | $31.2M | $13.4M |
| Raymond James Financial Inc. | $14.6M | $21.9M |
| Northwestern Mutual Wealth Management Co | $8.3M | $7.7M |
| Goldman Sachs Group Inc. | $5.9M | $5.9M |
| Morgan Stanley | $9.8M | $357K |
| IHT Wealth Management, LLC | $6.7M | $2.8M |
| Cetera Investment Advisers | $342K | $8.7M |
| Jones Financial Companies LLLP | $5.0M | $3.6M |
| Osaic Holdings, Inc. | $4.5M | $4.1M |
| Steward Partners Investment Advisory, LLC | $32K | $7.2M |
| Tower Research Capital LLC (TRC) | $6.4M | $606K |
| Commonwealth Equity Services, LLC | $6.3M | $759K |
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: ZROZ institutional holders, ONEY institutional holders.
Frequently asked questions
How much do ZROZ and ONEY overlap?
0.0% by weight, with 0 holdings in common, using holdings for ZROZ as of June 30, 2026 and ONEY as of June 30, 2026.
Do institutions hold both ZROZ and ONEY?
33 Form 13F filers report positions in both, out of 210 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%.