OEF vs IWY overlap
OEF and IWY overlap 61.5% by weight, across 48 shared holdings.
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Top shared holdings
| Holding | OEF | IWY | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.47% | 14.16% | 10.47% |
| Apple Inc.AAPL | 9.18% | 7.14% | 7.14% |
| Microsoft Corp.MSFT | 5.99% | 4.56% | 4.56% |
| Alphabet Inc.-aGOOGL | 4.53% | 6.37% | 4.53% |
| Broadcom Inc.AVGO | 3.86% | 5.64% | 3.86% |
| Alphabet Inc.-CGOOG | 3.61% | 5.14% | 3.61% |
| Micron TechMU | 2.81% | 4.87% | 2.81% |
| META Platforms-aMETA | 2.67% | 3.68% | 2.67% |
| Tesla Inc.TSLA | 2.56% | 4.59% | 2.56% |
| ELI Lilly & CoLLY | 2.05% | 3.35% | 2.05% |
| ADV Micro DeviceAMD | 2.05% | 3.25% | 2.05% |
| Applied MaterialAMAT | 1.24% | 1.97% | 1.24% |
| VISA Inc.-Class aV | 1.23% | 1.95% | 1.23% |
| LAM ResearchLRCX | 1.17% | 1.86% | 1.17% |
| Caterpillar Inc.CAT | 1.06% | 1.67% | 1.06% |
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: OEF, SEC Form N-PORT, June 30, 2026; IWY, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OEF | IWY |
|---|---|---|
| Bank of America Corp. | $2.5B | $979.9M |
| TIAA-CREF Individual & Institutional Services, LLC | $2.1M | $1.4B |
| Ameriprise Financial Inc. | $97.5M | $1.0B |
| Morgan Stanley | $672.5M | $393.4M |
| Envestnet Portfolio Solutions, Inc. | $526K | $1.1B |
| LPL Financial LLC | $369.8M | $682.6M |
| Fifth Third Bancorp | $939.8M | $5.4M |
| Jones Financial Companies LLLP | $851.7M | $60.3M |
| JPMorgan Chase & Co | $583.9M | $29.6M |
| Wells Fargo & Company | $301.3M | $224.9M |
| Goldman Sachs Group Inc. | $414.1M | $19.6M |
| UBS Group AG | $241.7M | $123.4M |
| Mariner, LLC | $56.2M | $288.4M |
| Raymond James Financial Inc. | $142.6M | $172.6M |
| Commonwealth Equity Services, LLC | $68.8M | $240.7M |
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: OEF institutional holders, IWY institutional holders.
Frequently asked questions
How much do OEF and IWY overlap?
61.5% by weight, with 48 holdings in common, using holdings for OEF as of June 30, 2026 and IWY as of June 30, 2026. The largest shared position is NVDA.
Do institutions hold both OEF and IWY?
366 Form 13F filers report positions in both, out of 1,337 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%.