OSCV vs FNX overlap
OSCV and FNX overlap 7.3% by weight, across 34 shared holdings.
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Top shared holdings
| Holding | OSCV | FNX | Overlap |
|---|---|---|---|
| HF Sinclair Corp.DINO | 0.72% | 0.49% | 0.49% |
| Range ResourcesRRC | 1.34% | 0.40% | 0.40% |
| NATL Fuel Gas CoNFG | 1.66% | 0.40% | 0.40% |
| Mercury GEN Corp.MCY | 1.28% | 0.38% | 0.38% |
| Chord Energy CORCHRD | 1.48% | 0.37% | 0.37% |
| Boyd Gaming Corp.BYD | 1.56% | 0.36% | 0.36% |
| Victory Capita-aVCTR | 1.73% | 0.35% | 0.35% |
| Hanover InsurancTHG | 3.13% | 0.33% | 0.33% |
| Aptargroup Inc.ATR | 1.29% | 0.32% | 0.32% |
| New Jersey RESNJR | 1.75% | 0.31% | 0.31% |
| Primerica Inc.PRI | 2.50% | 0.25% | 0.25% |
| Home BancsharesHOMB | 1.80% | 0.24% | 0.24% |
| Mueller INDSMLI | 1.25% | 0.24% | 0.24% |
| Texas RoadhousTXRH | 2.99% | 0.24% | 0.24% |
| Wintrust FINLWTFC | 2.11% | 0.22% | 0.22% |
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: OSCV, SEC Form N-PORT, July 31, 2026; FNX, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | OSCV | FNX |
|---|---|---|
| Morgan Stanley | $78 | $162.7M |
| LPL Financial LLC | $5.3M | $152.3M |
| Integrated Wealth Concepts LLC | $153.5M | $630K |
| Wells Fargo & Company | $866 | $103.6M |
| Raymond James Financial Inc. | $22.9M | $64.1M |
| Envestnet Asset Management Inc. | $44.0M | $5.9M |
| Royal Bank of Canada | $922K | $43.3M |
| UBS Group AG | $8K | $29.1M |
| United Advisor Group, LLC | $11.6M | $1.0M |
| Kestra Advisory Services, LLC | $1.0M | $10.7M |
| Osaic Holdings, Inc. | $418K | $7.6M |
| Prospera Financial Services Inc | $970K | $3.8M |
| Harbour Investments, Inc. | $65K | $4.0M |
| Fifth Third Bancorp | $32K | $2.4M |
| NewEdge Advisors, LLC | $3K | $1.5M |
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: OSCV institutional holders, FNX institutional holders.
Frequently asked questions
How much do OSCV and FNX overlap?
7.3% by weight, with 34 holdings in common, using holdings for OSCV as of July 31, 2026 and FNX as of July 31, 2026. The largest shared position is DINO.
Do institutions hold both OSCV and FNX?
25 Form 13F filers report positions in both, out of 261 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%.