OUSA vs APLU overlap
OUSA and APLU 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: OUSA, SEC Form N-PORT, May 31, 2026; APLU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OUSA | APLU |
|---|---|---|
| Steward Partners Investment Advisory, LLC | $920K | $51.4M |
| Raymond James Financial Inc. | $10.7M | $35.6M |
| LPL Financial LLC | $30.6M | $1.2M |
| Beaumont Financial Advisors, LLC | $1.5M | $17.9M |
| Royal Bank of Canada | $17.5M | $37K |
| Wells Fargo & Company | $15.3M | $1.0M |
| Stifel Financial Corp. | $2.5M | $12.2M |
| Arax Advisory Partners | $18K | $13.8M |
| HRT Financial LP | $1.1M | $1.7M |
| Integrated Wealth Concepts LLC | $741K | $1.8M |
| Jones Financial Companies LLLP | $1.6M | $88K |
| Susquehanna International Group, LLP | $1.3M | $336K |
| Citadel Advisors LLC | $1.0M | $353K |
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, APLU institutional holders.
Frequently asked questions
How much do OUSA and APLU overlap?
0.0% by weight, with 0 holdings in common, using holdings for OUSA as of May 31, 2026 and APLU as of May 31, 2026.
Do institutions hold both OUSA and APLU?
13 Form 13F filers report positions in both, out of 141 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%.