OMFL vs ISTB overlap
OMFL and ISTB overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (OMFL: May 31, 2026, ISTB: 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
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: OMFL, SEC Form N-PORT, May 31, 2026; ISTB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OMFL | ISTB |
|---|---|---|
| BlackRock, Inc. | $629K | $374.2M |
| Morgan Stanley | $277.9M | $54.0M |
| Bank of New York Mellon Corp | $257.1M | $21.4M |
| LPL Financial LLC | $181.3M | $41.1M |
| Bank of America Corp. | $115.7M | $45.4M |
| Raymond James Financial Inc. | $29.9M | $116.8M |
| Triad Wealth Partners, LLC | $4.7M | $124.7M |
| UBS Group AG | $81.0M | $47.5M |
| Mariner, LLC | $53.9M | $68.0M |
| Jones Financial Companies LLLP | $21.5M | $99.4M |
| Wells Fargo & Company | $44.6M | $34.3M |
| Spinnaker Trust | $317K | $66.1M |
| JPMorgan Chase & Co | $11.3M | $46.7M |
| Envestnet Asset Management Inc. | $25.0M | $29.4M |
| Apella Capital, LLC | $1.9M | $52.2M |
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: OMFL institutional holders, ISTB institutional holders.
Frequently asked questions
How much do OMFL and ISTB overlap?
0.0% by weight, with 0 holdings in common, using holdings for OMFL as of May 31, 2026 and ISTB as of July 31, 2026.
Do institutions hold both OMFL and ISTB?
110 Form 13F filers report positions in both, out of 558 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%.