OEF vs GSLC overlap
OEF and GSLC overlap 59.3% by weight, across 96 shared holdings.
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Top shared holdings
| Holding | OEF | GSLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 10.47% | 7.87% | 7.87% |
| Apple Inc.AAPL | 9.18% | 7.00% | 7.00% |
| Microsoft Corp.MSFT | 5.99% | 4.87% | 4.87% |
| Amazon.COM Inc.AMZN | 5.04% | 3.78% | 3.78% |
| Alphabet Inc.-aGOOGL | 4.53% | 3.31% | 3.31% |
| Broadcom Inc.AVGO | 3.86% | 2.84% | 2.84% |
| META Platforms-aMETA | 2.67% | 2.14% | 2.14% |
| Alphabet Inc.-CGOOG | 3.61% | 1.89% | 1.89% |
| Tesla Inc.TSLA | 2.56% | 1.28% | 1.28% |
| ELI Lilly & CoLLY | 2.05% | 1.17% | 1.17% |
| JPMorgan ChaseJPM | 1.90% | 1.10% | 1.10% |
| Micron TechMU | 2.81% | 1.10% | 1.10% |
| Berkshire HATH-BBRK/B | 1.98% | 0.85% | 0.85% |
| Walmart Inc.WMT | 1.07% | 0.84% | 0.84% |
| Johnson&JohnsonJNJ | 1.32% | 0.73% | 0.73% |
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; GSLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OEF | GSLC |
|---|---|---|
| Wells Fargo & Company | $301.3M | $3.9B |
| Bank of America Corp. | $2.5B | $387.4M |
| Morgan Stanley | $672.5M | $715.1M |
| Northwestern Mutual Wealth Management Co | $107.2M | $991.5M |
| Fifth Third Bancorp | $939.8M | $10.8M |
| Jones Financial Companies LLLP | $851.7M | $11.7M |
| LPL Financial LLC | $369.8M | $456.9M |
| Betterment LLC | $453K | $810.4M |
| Goldman Sachs Group Inc. | $414.1M | $235.5M |
| JPMorgan Chase & Co | $583.9M | $58.1M |
| Envestnet Asset Management Inc. | $116.1M | $451.5M |
| Signature Estate & Investment Advisors LLC | $5.7M | $415.6M |
| UBS Group AG | $241.7M | $84.0M |
| Raymond James Financial Inc. | $142.6M | $165.2M |
| Cresset Asset Management, LLC | $291.3M | $727K |
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, GSLC institutional holders.
Frequently asked questions
How much do OEF and GSLC overlap?
59.3% by weight, with 96 holdings in common, using holdings for OEF as of June 30, 2026 and GSLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both OEF and GSLC?
346 Form 13F filers report positions in both, out of 1,312 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%.