OASC vs AMID overlap

OASC and AMID overlap 2.0% by weight, across 5 shared holdings.

OASCAMID

Pick 2 to 4 ETFs.

2.0%

overlap by weight, across 5 shared holdings

OASC2.0% of the fund is in shared holdings, of 182

AMID13.1% of the fund is in shared holdings, of 41

Top shared holdings

Holding	OASC	AMID	Overlap
Comfort SystemsFIX	0.66%	4.37%	0.66%
Twilio Inc. - aTWLO	0.46%	1.93%	0.46%
UL Solutions I-aULS	0.33%	2.61%	0.33%
Medpace HoldingsMEDP	0.33%	2.72%	0.33%
OSI Systems Inc.OSIS	0.26%	1.50%	0.26%

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: OASC, SEC Form N-PORT, May 31, 2026; AMID, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 30 holding any

OASC0.0% of its 13F dollars, 7.1% of its 14 holders

AMID0.1% of its 13F dollars, 5.9% of its 17 holders

Largest institutions holding both

Firm	OASC	AMID
Osaic Holdings, Inc.	$11K	$54K

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: OASC institutional holders, AMID institutional holders.

Frequently asked questions

How much do OASC and AMID overlap?

2.0% by weight, with 5 holdings in common, using holdings for OASC as of May 31, 2026 and AMID as of May 29, 2026. The largest shared position is FIX.

Do institutions hold both OASC and AMID?

1 Form 13F filers report positions in both, out of 30 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%.