OCIO vs EQRR overlap

OCIO and EQRR overlap 0.8% by weight, across 5 shared holdings.

OCIOEQRR

Pick 2 to 4 ETFs.

0.8%

overlap by weight, across 5 shared holdings

OCIO0.8% of the fund is in shared holdings, of 54

EQRR11.6% of the fund is in shared holdings, of 50

Top shared holdings

Holding	OCIO	EQRR	Overlap
Nvidia Corp.NVDA	0.38%	2.73%	0.38%
Amazon.COM Inc.AMZN	0.21%	1.77%	0.21%
Alphabet Inc.-aGOOGL	0.18%	3.01%	0.18%
JPMorgan ChaseJPM	0.03%	1.84%	0.03%
Chevron Corp.CVX	0.03%	2.25%	0.03%

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: OCIO, SEC Form N-PORT, May 31, 2026; EQRR, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 35 holding any

OCIO12.6% of its 13F dollars, 22.2% of its 9 holders

EQRR8.1% of its 13F dollars, 7.1% of its 28 holders

Largest institutions holding both

Firm	OCIO	EQRR
LPL Financial LLC	$2.3M	$1.3M
UBS Group AG	$4K	$125K

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: OCIO institutional holders, EQRR institutional holders.

Frequently asked questions

How much do OCIO and EQRR overlap?

0.8% by weight, with 5 holdings in common, using holdings for OCIO as of May 31, 2026 and EQRR as of May 31, 2026. The largest shared position is NVDA.

Do institutions hold both OCIO and EQRR?

2 Form 13F filers report positions in both, out of 35 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%.