OAKM vs IYY overlap
OAKM and IYY overlap 8.8% by weight, across 38 shared holdings.
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Top shared holdings
| Holding | OAKM | IYY | Overlap |
|---|---|---|---|
| Amazon.COM Inc.AMZN | 1.62% | 3.84% | 1.62% |
| Alphabet Inc.-CGOOG | 1.43% | 2.44% | 1.43% |
| Alphabet Inc.-aGOOGL | 0.74% | 3.02% | 0.74% |
| Bank of AmericaBAC | 3.42% | 0.58% | 0.58% |
| Merck & CoMRK | 3.35% | 0.46% | 0.46% |
| Netflix Inc.NFLX | 1.42% | 0.44% | 0.44% |
| Wells Fargo & CoWFC | 2.13% | 0.38% | 0.38% |
| Citigroup Inc.C | 4.09% | 0.33% | 0.33% |
| Union PAC Corp.UNP | 2.90% | 0.25% | 0.25% |
| Schwab (Charles)SCHW | 2.93% | 0.25% | 0.25% |
| Salesforce Inc.CRM | 3.03% | 0.22% | 0.22% |
| ConocophillipsCOP | 2.66% | 0.21% | 0.21% |
| Capital One FINACOF | 3.56% | 0.19% | 0.19% |
| Accenture PLC-aACN | 1.36% | 0.15% | 0.15% |
| Adobe Inc.ADBE | 1.44% | 0.15% | 0.15% |
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: OAKM, SEC Form N-PORT, June 30, 2026; IYY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OAKM | IYY |
|---|---|---|
| LPL Financial LLC | $60.0M | $61.3M |
| Cerity Partners LLC | $94.6M | $570K |
| Morgan Stanley | $1.5M | $77.0M |
| Bank of America Corp. | $29.9M | $45.3M |
| Osaic Holdings, Inc. | $30.3M | $14.7M |
| Raymond James Financial Inc. | $26.3M | $12.9M |
| Royal Bank of Canada | $18.5M | $15.9M |
| Wealth Enhancement Advisory Services, LLC | $27.3M | $6.5M |
| Commonwealth Equity Services, LLC | $22.4M | $10.3M |
| Cambridge Investment Research Advisors, Inc. | $8.4M | $7.2M |
| Steward Partners Investment Advisory, LLC | $11.4M | $2.8M |
| UBS Group AG | $478K | $10.0M |
| Kestra Advisory Services, LLC | $816K | $8.7M |
| Envestnet Asset Management Inc. | $764K | $8.0M |
| Stifel Financial Corp. | $4.9M | $3.6M |
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: OAKM institutional holders, IYY institutional holders.
Frequently asked questions
How much do OAKM and IYY overlap?
8.8% by weight, with 38 holdings in common, using holdings for OAKM as of June 30, 2026 and IYY as of July 31, 2026. The largest shared position is AMZN.
Do institutions hold both OAKM and IYY?
36 Form 13F filers report positions in both, out of 353 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%.