OMFL vs IWX overlap
OMFL and IWX overlap 32.2% by weight, across 113 shared holdings.
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Top shared holdings
| Holding | OMFL | IWX | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.57% | 7.53% | 7.53% |
| Microsoft Corp.MSFT | 3.14% | 5.44% | 3.14% |
| Amazon.COM Inc.AMZN | 1.65% | 8.32% | 1.65% |
| Berkshire HATH-BBRK/B | 1.54% | 3.66% | 1.54% |
| Chevron Corp.CVX | 1.91% | 1.21% | 1.21% |
| Walmart Inc.WMT | 1.10% | 1.78% | 1.10% |
| Merck & CoMRK | 1.03% | 1.25% | 1.03% |
| Costco WholesaleCOST | 1.34% | 0.92% | 0.92% |
| META Platforms-aMETA | 1.84% | 0.88% | 0.88% |
| Cisco SystemsCSCO | 0.83% | 1.82% | 0.83% |
| Qualcomm Inc.QCOM | 2.75% | 0.77% | 0.77% |
| Johnson&JohnsonJNJ | 0.73% | 2.40% | 0.73% |
| Philip Morris inPM | 0.70% | 1.11% | 0.70% |
| Abbott LabsABT | 0.53% | 0.62% | 0.53% |
| Procter & GamblePG | 0.51% | 1.34% | 0.51% |
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; IWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OMFL | IWX |
|---|---|---|
| Morgan Stanley | $277.9M | $21.0M |
| LPL Financial LLC | $181.3M | $50.8M |
| Envestnet Asset Management Inc. | $25.0M | $191.0M |
| Bank of America Corp. | $115.7M | $28.1M |
| AE Wealth Management LLC | $117K | $123.7M |
| UBS Group AG | $81.0M | $39.6M |
| Arkadios Wealth Advisors | $52.7M | $15.6M |
| Mariner, LLC | $53.9M | $6.5M |
| Wells Fargo & Company | $44.6M | $14.3M |
| Cambridge Investment Research Advisors, Inc. | $30.5M | $18.7M |
| Ameriprise Financial Inc. | $4.4M | $44.4M |
| Raymond James Financial Inc. | $29.9M | $18.6M |
| JPMorgan Chase & Co | $11.3M | $30.3M |
| Integrated Wealth Concepts LLC | $31.7M | $5.9M |
| Private Advisor Group, LLC | $18.6M | $18.9M |
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, IWX institutional holders.
Frequently asked questions
How much do OMFL and IWX overlap?
32.2% by weight, with 113 holdings in common, using holdings for OMFL as of May 31, 2026 and IWX as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both OMFL and IWX?
96 Form 13F filers report positions in both, out of 439 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%.