OUSM vs MSSM overlap
OUSM and MSSM overlap 7.1% by weight, across 104 shared holdings.
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Top shared holdings
| Holding | OUSM | MSSM | Overlap |
|---|---|---|---|
| ITT Inc.ITT | 1.84% | 0.46% | 0.46% |
| TD Synnex Corp.SNX | 3.46% | 0.41% | 0.41% |
| Applied INDU TECAIT | 0.94% | 0.38% | 0.38% |
| Firstcash HoldinFCFS | 1.00% | 0.37% | 0.37% |
| Avnet Inc.AVT | 3.24% | 0.31% | 0.31% |
| New Jersey RESNJR | 0.39% | 0.29% | 0.29% |
| Idacorp Inc.IDA | 0.31% | 0.29% | 0.29% |
| Portland GeneralPOR | 0.24% | 0.30% | 0.24% |
| Houlihan Lokey IHLI | 1.23% | 0.23% | 0.23% |
| LEAR Corp.LEA | 1.39% | 0.23% | 0.23% |
| Encompass HealthEHC | 1.68% | 0.21% | 0.21% |
| Northwestern ENENWE | 0.20% | 0.34% | 0.20% |
| ADT Inc.ADT | 0.37% | 0.19% | 0.19% |
| One Gas Inc.OGS | 0.20% | 0.18% | 0.18% |
| New York Times-aNYT | 2.01% | 0.14% | 0.14% |
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; MSSM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OUSM | MSSM |
|---|---|---|
| Morgan Stanley | $59.9M | $522.5M |
| Wells Fargo & Company | $12.1M | $34K |
| UBS Group AG | $11.1M | $4K |
| Royal Bank of Canada | $9.1M | $2K |
| Steward Partners Investment Advisory, LLC | $6.1M | $30K |
| Northwestern Mutual Wealth Management Co | $4.5M | $15K |
| Susquehanna International Group, LLP | $1.2M | $1.5M |
| Osaic Holdings, Inc. | $1.2M | $5K |
| Fifth Third Bancorp | $62K | $750K |
| Integrated Wealth Concepts LLC | $79K | $2K |
| IFP Advisors, Inc | $48K | $4K |
| NewEdge Advisors, LLC | $8K | $14K |
| Vanguard Advisers Inc. | $2K | $12K |
| Assetmark, Inc. | $1K | $867 |
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, MSSM institutional holders.
Frequently asked questions
How much do OUSM and MSSM overlap?
7.1% by weight, with 104 holdings in common, using holdings for OUSM as of May 31, 2026 and MSSM as of May 31, 2026. The largest shared position is ITT.
Do institutions hold both OUSM and MSSM?
14 Form 13F filers report positions in both, out of 133 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%.