OUSA vs AAEQ overlap
OUSA and AAEQ overlap 33.4% by weight, across 79 shared holdings.
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Top shared holdings
| Holding | OUSA | AAEQ | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 5.51% | 7.22% | 5.51% |
| Microsoft Corp.MSFT | 4.44% | 4.82% | 4.44% |
| Alphabet Inc.-aGOOGL | 5.98% | 3.55% | 3.55% |
| Johnson&JohnsonJNJ | 5.06% | 1.05% | 1.05% |
| VISA Inc.-Class aV | 4.63% | 0.96% | 0.96% |
| Walmart Inc.WMT | 0.81% | 0.85% | 0.81% |
| Cisco SystemsCSCO | 4.47% | 0.80% | 0.80% |
| Caterpillar Inc.CAT | 0.99% | 0.76% | 0.76% |
| JPMorgan ChaseJPM | 0.70% | 1.46% | 0.70% |
| Mastercard Inc.-aMA | 4.14% | 0.70% | 0.70% |
| Costco WholesaleCOST | 0.62% | 0.70% | 0.62% |
| ELI Lilly & CoLLY | 0.62% | 1.64% | 0.62% |
| Home Depot Inc.HD | 3.70% | 0.58% | 0.58% |
| Procter & GamblePG | 1.73% | 0.57% | 0.57% |
| Unitedhealth GRPUNH | 0.54% | 0.65% | 0.54% |
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: OUSA, SEC Form N-PORT, May 31, 2026; AAEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | OUSA | AAEQ |
|---|---|---|
| Beacon Pointe Advisors, LLC | $517K | $19.1M |
| Royal Bank of Canada | $17.5M | $1.6M |
| Vise Technologies, Inc. | $364K | $12.4M |
| UBS Group AG | $10.2M | $24K |
| Mercer Global Advisors Inc. | $384K | $936K |
| Citadel Advisors LLC | $1.0M | $233K |
| Creative Planning | $419K | $758K |
| Blair William & Co | $28K | $808K |
| Farther Finance Advisors, LLC | $3K | $182K |
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: OUSA institutional holders, AAEQ institutional holders.
Frequently asked questions
How much do OUSA and AAEQ overlap?
33.4% by weight, with 79 holdings in common, using holdings for OUSA as of May 31, 2026 and AAEQ as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both OUSA and AAEQ?
9 Form 13F filers report positions in both, out of 163 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%.