OAIM vs EWQ overlap
OAIM and EWQ overlap 4.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OAIM | EWQ | Overlap |
|---|---|---|---|
| Safran SASAFRF | 2.09% | 5.80% | 2.09% |
| Totalenergies SETTE | 1.99% | 7.99% | 1.99% |
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; EWQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OAIM | EWQ |
|---|---|---|
| LPL Financial LLC | $32.9M | $9.2M |
| Envestnet Asset Management Inc. | $7.1M | $345K |
| UBS Group AG | $8K | $6.3M |
| JPMorgan Chase & Co | $79K | $3.8M |
| Integrated Wealth Concepts LLC | $8K | $2.3M |
| Osaic Holdings, Inc. | $14K | $324K |
| IFP Advisors, Inc | $246K | $16K |
| CX Institutional | $132K | $42K |
| Harbour Investments, Inc. | $110K | $25K |
| Global Retirement Partners, LLC | $30K | $61K |
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, EWQ institutional holders.
Frequently asked questions
How much do OAIM and EWQ overlap?
4.1% by weight, with 2 holdings in common, using holdings for OAIM as of May 31, 2026 and EWQ as of May 31, 2026. The largest shared position is SAFRF.
Do institutions hold both OAIM and EWQ?
10 Form 13F filers report positions in both, out of 132 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%.