OBIL vs EMHC overlap
OBIL and EMHC 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: OBIL, SEC Form N-PORT, May 31, 2026; EMHC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OBIL | EMHC |
|---|---|---|
| LPL Financial LLC | $58.7M | $41.1M |
| Envestnet Asset Management Inc. | $8.5M | $22.3M |
| MML Investors Services, LLC | $17.8M | $1.4M |
| Morgan Stanley | $13.4M | $4K |
| Raymond James Financial Inc. | $6.1M | $844K |
| Cambridge Investment Research Advisors, Inc. | $662K | $6.2M |
| UBS Group AG | $5.1M | $3K |
| Jane Street Group, LLC | $962K | $3.4M |
| NewEdge Advisors, LLC | $703K | $3.3M |
| Cetera Investment Advisers | $1.5M | $2.4M |
| Valtinson Bruner Financial Planning LLC | $501K | $2.3M |
| Kestra Advisory Services, LLC | $834K | $340K |
| Western Wealth Management, LLC | $255K | $682K |
| Osaic Holdings, Inc. | $25K | $794K |
| Integrated Wealth Concepts LLC | $500K | $62K |
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: OBIL institutional holders, EMHC institutional holders.
Frequently asked questions
How much do OBIL and EMHC overlap?
0.0% by weight, with 0 holdings in common, using holdings for OBIL as of May 31, 2026 and EMHC as of June 30, 2026.
Do institutions hold both OBIL and EMHC?
20 Form 13F filers report positions in both, out of 148 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%.