OEF vs ESGU overlap
OEF and ESGU overlap 66.0% by weight, across 87 shared holdings.
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Top shared holdings
| Holding | OEF | ESGU | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.47% | 7.77% | 7.77% |
| Apple Inc.AAPL | 9.18% | 6.83% | 6.83% |
| Microsoft Corp.MSFT | 5.99% | 4.73% | 4.73% |
| Amazon.COM Inc.AMZN | 5.04% | 3.82% | 3.82% |
| Alphabet Inc.-CGOOG | 3.61% | 4.72% | 3.61% |
| Broadcom Inc.AVGO | 3.86% | 3.07% | 3.07% |
| META Platforms-aMETA | 2.67% | 1.94% | 1.94% |
| Tesla Inc.TSLA | 2.56% | 1.85% | 1.85% |
| Micron TechMU | 2.81% | 1.66% | 1.66% |
| ELI Lilly & CoLLY | 2.05% | 1.33% | 1.33% |
| ADV Micro DeviceAMD | 2.05% | 1.33% | 1.33% |
| Alphabet Inc.-aGOOGL | 4.53% | 1.33% | 1.33% |
| JPMorgan ChaseJPM | 1.90% | 1.17% | 1.17% |
| VISA Inc.-Class aV | 1.23% | 0.95% | 0.95% |
| Intel Corp.INTC | 1.43% | 0.85% | 0.85% |
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: OEF, SEC Form N-PORT, June 30, 2026; ESGU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OEF | ESGU |
|---|---|---|
| Bank of America Corp. | $2.5B | $2.2B |
| JPMorgan Chase & Co | $583.9M | $1.9B |
| Morgan Stanley | $672.5M | $438.3M |
| Goldman Sachs Group Inc. | $414.1M | $640.7M |
| Fifth Third Bancorp | $939.8M | $1.6M |
| Northern Trust Corp. | $18.5M | $914.3M |
| Jones Financial Companies LLLP | $851.7M | $2.2M |
| TIAA Wealth Investment Management LLC | $63K | $763.5M |
| Betterment LLC | $453K | $664.3M |
| LPL Financial LLC | $369.8M | $211.4M |
| Wells Fargo & Company | $301.3M | $209.5M |
| Envestnet Asset Management Inc. | $116.1M | $337.8M |
| BlackRock, Inc. | $6.9M | $383.5M |
| Cresset Asset Management, LLC | $291.3M | $1.2M |
| UBS Group AG | $241.7M | $49.8M |
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: OEF institutional holders, ESGU institutional holders.
Frequently asked questions
How much do OEF and ESGU overlap?
66.0% by weight, with 87 holdings in common, using holdings for OEF as of June 30, 2026 and ESGU as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both OEF and ESGU?
450 Form 13F filers report positions in both, out of 1,435 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%.