OAIM vs IDOG overlap
OAIM and IDOG overlap 3.2% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OAIM | IDOG | Overlap |
|---|---|---|---|
| ENEL SpaENEL | 2.07% | 1.89% | 1.89% |
| AP Moller-BMAERSKB | 1.33% | 1.79% | 1.33% |
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; IDOG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OAIM | IDOG |
|---|---|---|
| LPL Financial LLC | $32.9M | $13.4M |
| Cetera Investment Advisers | $345K | $36.2M |
| UBS Group AG | $8K | $12.3M |
| Envestnet Asset Management Inc. | $7.1M | $1.4M |
| Commonwealth Equity Services, LLC | $1.6M | $4.8M |
| Cambridge Investment Research Advisors, Inc. | $4.5M | $768K |
| Osaic Holdings, Inc. | $14K | $2.7M |
| Kestra Advisory Services, LLC | $1.1M | $848K |
| Citadel Advisors LLC | $265K | $230K |
| Integrated Wealth Concepts LLC | $8K | $27K |
| Global Retirement Partners, LLC | $30K | $461 |
| AdvisorNet Financial, Inc | $13K | $2K |
| Vanguard Advisers Inc. | $48 | $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, IDOG institutional holders.
Frequently asked questions
How much do OAIM and IDOG overlap?
3.2% by weight, with 2 holdings in common, using holdings for OAIM as of May 31, 2026 and IDOG as of May 31, 2026. The largest shared position is ENEL.
Do institutions hold both OAIM and IDOG?
13 Form 13F filers report positions in both, out of 116 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%.