BRES vs AOM overlap

BRES and AOM overlap 0.0% by weight, across 0 shared holdings.

BRESAOM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

BRES0.0% of the fund is in shared holdings, of 66

AOM0.0% of the fund is in shared holdings, of 7

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: BRES, SEC Form N-PORT, July 31, 2026; AOM, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 303 holding any

BRES0.3% of its 13F dollars, 62.5% of its 8 holders

AOM0.9% of its 13F dollars, 1.7% of its 300 holders

Largest institutions holding both

Firm	BRES	AOM
GTS Securities LLC	$698K	$2.4M
HUB Investment Partners, LLC	$814K	$1.3M
UBS Group AG	$43K	$1.5M
Goldman Sachs Group Inc.	$393K	$310K
Citadel Advisors LLC	$208K	$355K

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: BRES institutional holders, AOM institutional holders.

Frequently asked questions

How much do BRES and AOM overlap?

0.0% by weight, with 0 holdings in common, using holdings for BRES as of July 31, 2026 and AOM as of July 31, 2026.

Do institutions hold both BRES and AOM?

5 Form 13F filers report positions in both, out of 303 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%.