OASC vs CVSM overlap
OASC and CVSM overlap 2.0% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (OASC: May 31, 2026, CVSM: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | OASC | CVSM | Overlap |
|---|---|---|---|
| Kaiser AluminumKALU | 1.28% | 0.96% | 0.96% |
| Hanover InsurancTHG | 0.93% | 2.63% | 0.93% |
| Dynatrace Inc.DT | 0.15% | 2.73% | 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: OASC, SEC Form N-PORT, May 31, 2026; CVSM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
No 13F filer reports holding both.
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, CVSM institutional holders.
Frequently asked questions
How much do OASC and CVSM overlap?
2.0% by weight, with 3 holdings in common, using holdings for OASC as of May 31, 2026 and CVSM as of July 31, 2026. The largest shared position is KALU.
Do institutions hold both OASC and CVSM?
0 Form 13F filers report positions in both, out of 16 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%.