OALC vs IMTB overlap
OALC and IMTB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: OALC, SEC Form N-PORT, May 31, 2026; IMTB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OALC | IMTB |
|---|---|---|
| LPL Financial LLC | $3.5M | $7.6M |
| Cambridge Investment Research Advisors, Inc. | $6.2M | $2.9M |
| Envestnet Asset Management Inc. | $6.2M | $778K |
| IFP Advisors, Inc | $542K | $2.2M |
| Jane Street Group, LLC | $232K | $2.4M |
| Flow Traders U.S. LLC | $322K | $844K |
| Susquehanna International Group, LLP | $602K | $377K |
| Rockefeller Capital Management L.P. | $294K | $9K |
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: OALC institutional holders, IMTB institutional holders.
Frequently asked questions
How much do OALC and IMTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for OALC as of May 31, 2026 and IMTB as of May 31, 2026.
Do institutions hold both OALC and IMTB?
8 Form 13F filers report positions in both, out of 85 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%.