OUSM vs AVMV overlap
OUSM and AVMV overlap 5.7% by weight, across 28 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | OUSM | AVMV | Overlap |
|---|---|---|---|
| TD Synnex Corp.SNX | 3.46% | 0.54% | 0.54% |
| Mueller INDSMLI | 1.66% | 0.44% | 0.44% |
| Ralph Lauren CORRL | 0.71% | 0.41% | 0.41% |
| TOLL BrothersTOL | 0.65% | 0.37% | 0.37% |
| Texas RoadhousTXRH | 2.18% | 0.36% | 0.36% |
| Skyworks SolutioSWKS | 2.10% | 0.34% | 0.34% |
| Evercore Inc.EVR | 0.50% | 0.29% | 0.29% |
| Applied INDU TECAIT | 0.94% | 0.26% | 0.26% |
| Murphy USA Inc.MUSA | 0.53% | 0.26% | 0.26% |
| Primerica Inc.PRI | 1.98% | 0.25% | 0.25% |
| Encompass HealthEHC | 1.68% | 0.25% | 0.25% |
| Simpson MfgSSD | 0.55% | 0.22% | 0.22% |
| Interdigital Inc.IDCC | 1.06% | 0.20% | 0.20% |
| Ingredion Inc.INGR | 0.61% | 0.20% | 0.20% |
| Armstrong WorldAWI | 0.53% | 0.20% | 0.20% |
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: OUSM, SEC Form N-PORT, May 31, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OUSM | AVMV |
|---|---|---|
| Morgan Stanley | $59.9M | $11.1M |
| LPL Financial LLC | $25.5M | $18.2M |
| Northwestern Mutual Wealth Management Co | $4.5M | $23.8M |
| Royal Bank of Canada | $9.1M | $12K |
| PNC Financial Services Group, Inc. | $67K | $9.0M |
| Envestnet Asset Management Inc. | $4.6M | $3.3M |
| Cambridge Investment Research Advisors, Inc. | $6.4M | $640K |
| Premier Path Wealth Partners, LLC | $4.0M | $3.0M |
| MML Investors Services, LLC | $5.4M | $227K |
| Farther Finance Advisors, LLC | $29K | $5.1M |
| O'SHAughnessy Asset Management, LLC | $1.8M | $1.4M |
| Private Advisor Group, LLC | $2.5M | $307K |
| Osaic Holdings, Inc. | $1.2M | $1.5M |
| Goldman Sachs Group Inc. | $1.5M | $744K |
| Gladstone Institutional Advisory LLC | $1.2M | $418K |
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: OUSM institutional holders, AVMV institutional holders.
Frequently asked questions
How much do OUSM and AVMV overlap?
5.7% by weight, with 28 holdings in common, using holdings for OUSM as of May 31, 2026 and AVMV as of May 31, 2026. The largest shared position is SNX.
Do institutions hold both OUSM and AVMV?
20 Form 13F filers report positions in both, out of 196 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%.