OAIM vs DGT overlap
OAIM and DGT overlap 3.2% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OAIM | DGT | Overlap |
|---|---|---|---|
| Samsung Electron005930 | 2.12% | 0.87% | 0.87% |
| Rio Tinto PLCRIO | 2.14% | 0.86% | 0.86% |
| HSBC Holdings PLHSBA | 4.49% | 0.79% | 0.79% |
| Totalenergies SETTE | 1.99% | 0.71% | 0.71% |
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; DGT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OAIM | DGT |
|---|---|---|
| LPL Financial LLC | $32.9M | $46.0M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $22.6M |
| Cetera Investment Advisers | $345K | $14.3M |
| Wealth Enhancement Advisory Services, LLC | $12.9M | $429K |
| Envestnet Asset Management Inc. | $7.1M | $2.6M |
| Osaic Holdings, Inc. | $14K | $5.5M |
| UBS Group AG | $8K | $2.7M |
| Commonwealth Equity Services, LLC | $1.6M | $595K |
| AdvisorNet Financial, Inc | $13K | $2.1M |
| Kestra Advisory Services, LLC | $1.1M | $391K |
| Integrated Wealth Concepts LLC | $8K | $369K |
| Farther Finance Advisors, LLC | $41K | $230K |
| Harbour Investments, Inc. | $110K | $116K |
| IFG Advisory, LLC | $26K | $24K |
| Global Retirement Partners, LLC | $30K | $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, DGT institutional holders.
Frequently asked questions
How much do OAIM and DGT overlap?
3.2% by weight, with 4 holdings in common, using holdings for OAIM as of May 31, 2026 and DGT as of June 30, 2026. The largest shared position is 005930.
Do institutions hold both OAIM and DGT?
16 Form 13F filers report positions in both, out of 134 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%.