OSEA vs FEP overlap
OSEA and FEP overlap 2.4% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OSEA | FEP | Overlap |
|---|---|---|---|
| Prosus NVPROSF | 3.33% | 0.76% | 0.76% |
| ASML Holding NVASML | 5.60% | 0.72% | 0.72% |
| Tesco PLCTSCO | 3.37% | 0.46% | 0.46% |
| SSE PLCSSE | 3.26% | 0.30% | 0.30% |
| Heidelberg MaterHEI | 1.68% | 0.15% | 0.15% |
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: OSEA, SEC Form N-PORT, July 31, 2026; FEP, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OSEA | FEP |
|---|---|---|
| Morgan Stanley | $65 | $50.5M |
| LPL Financial LLC | $3.3M | $31.5M |
| Raymond James Financial Inc. | $14.4M | $6.5M |
| Envestnet Asset Management Inc. | $1.8M | $17.0M |
| Bank of America Corp. | $11.8M | $6.9M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $9.5M |
| JPMorgan Chase & Co | $9.6M | $112K |
| Citadel Advisors LLC | $4.2M | $2.7M |
| Benjamin Edwards Inc. | $663K | $5.4M |
| Osaic Holdings, Inc. | $1.1M | $4.7M |
| Rockefeller Capital Management L.P. | $2.9M | $406K |
| Steward Partners Investment Advisory, LLC | $36K | $2.6M |
| Bank of New York Mellon Corp | $422K | $1.6M |
| Kestra Advisory Services, LLC | $338K | $973K |
| HighTower Advisors, LLC | $925K | $309K |
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: OSEA institutional holders, FEP institutional holders.
Frequently asked questions
How much do OSEA and FEP overlap?
2.4% by weight, with 5 holdings in common, using holdings for OSEA as of July 31, 2026 and FEP as of June 30, 2026. The largest shared position is PROSF.
Do institutions hold both OSEA and FEP?
20 Form 13F filers report positions in both, out of 182 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%.