OMFS vs LALT overlap
OMFS and LALT overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: OMFS, SEC Form N-PORT, May 31, 2026; LALT, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OMFS | LALT |
|---|---|---|
| LPL Financial LLC | $39.3M | $48.3M |
| Envestnet Asset Management Inc. | $6.4M | $49.2M |
| Bank of New York Mellon Corp | $45.1M | $7.0M |
| Cetera Investment Advisers | $1.4M | $21.2M |
| Royal Bank of Canada | $2.0M | $11.1M |
| Commonwealth Equity Services, LLC | $1.7M | $5.5M |
| Osaic Holdings, Inc. | $630K | $4.8M |
| Farther Finance Advisors, LLC | $38K | $2.8M |
| Proactive Wealth Strategies LLC | $1.7M | $671K |
| &Partners | $1.5M | $454K |
| MML Investors Services, LLC | $1.1M | $679K |
| NewEdge Advisors, LLC | $267K | $926K |
| AE Wealth Management LLC | $373 | $1.0M |
| IFG Advisory, LLC | $611K | $11K |
| Morgan Stanley | $408K | $433 |
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: OMFS institutional holders, LALT institutional holders.
Frequently asked questions
How much do OMFS and LALT overlap?
0.0% by weight, with 0 holdings in common, using holdings for OMFS as of May 31, 2026 and LALT as of May 31, 2026.
Do institutions hold both OMFS and LALT?
17 Form 13F filers report positions in both, out of 115 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%.