OAIM vs CVIE overlap
OAIM and CVIE overlap 13.1% by weight, across 19 shared holdings.
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Top shared holdings
| Holding | OAIM | CVIE | Overlap |
|---|---|---|---|
| TSMC2330 | 4.41% | 5.69% | 4.41% |
| SK Hynix Inc.000660 | 5.63% | 2.99% | 2.99% |
| Samsung Electron005930 | 2.12% | 3.56% | 2.12% |
| HSBC Holdings PLHSBA | 4.49% | 1.07% | 1.07% |
| Toronto-DOM BankTD | 3.30% | 0.74% | 0.74% |
| Safran SASAFRF | 2.09% | 0.52% | 0.52% |
| ENEL SpaENEL | 2.07% | 0.35% | 0.35% |
| Mitsub ELEC Corp.6503 | 4.67% | 0.30% | 0.30% |
| Singapore Teleco (LOT SIZE 100)ST | 1.65% | 0.12% | 0.12% |
| Alamos Gold Inc.AGI | 1.38% | 0.11% | 0.11% |
| Otsuka Holdings4578 | 2.38% | 0.10% | 0.10% |
| KBC GroupKBC | 2.43% | 0.07% | 0.07% |
| Subsea 7 SASUBC | 2.08% | 0.05% | 0.05% |
| AP Moller-BMAERSKB | 1.33% | 0.03% | 0.03% |
| YARA Intl ASAYAR | 2.11% | 0.03% | 0.03% |
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: OAIM, SEC Form N-PORT, May 31, 2026; CVIE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OAIM | CVIE |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $67.8M |
| LPL Financial LLC | $32.9M | $383K |
| World Investment Advisors | $3.6M | $17.5M |
| Atria Investments, Inc | $14.4M | $238K |
| Envestnet Asset Management Inc. | $7.1M | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $3.0M |
| Kestra Advisory Services, LLC | $1.1M | $1.4M |
| Cetera Investment Advisers | $345K | $1.4M |
| Harbour Investments, Inc. | $110K | $1.1M |
| Osaic Holdings, Inc. | $14K | $991K |
| Aptus Capital Advisors, LLC | $84K | $4K |
| JPMorgan Chase & Co | $79K | $4K |
| Fiduciary Financial Advisors | $20K | $2K |
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: OAIM institutional holders, CVIE institutional holders.
Frequently asked questions
How much do OAIM and CVIE overlap?
13.1% by weight, with 19 holdings in common, using holdings for OAIM as of May 31, 2026 and CVIE as of June 30, 2026. The largest shared position is 2330.
Do institutions hold both OAIM and CVIE?
13 Form 13F filers report positions in both, out of 130 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%.