ROE vs OALC overlap
ROE and OALC overlap 30.3% by weight, across 49 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ROE | OALC | Overlap |
|---|---|---|---|
| Micron TechMU | 1.65% | 2.22% | 1.65% |
| Cisco SystemsCSCO | 1.31% | 2.15% | 1.31% |
| Broadcom Inc.AVGO | 1.22% | 3.07% | 1.22% |
| Alphabet Inc.-aGOOGL | 1.11% | 3.52% | 1.11% |
| Amazon.COM Inc.AMZN | 1.08% | 4.22% | 1.08% |
| LAM ResearchLRCX | 1.26% | 1.07% | 1.07% |
| Nvidia Corp.NVDA | 1.02% | 7.61% | 1.02% |
| Microsoft Corp.MSFT | 1.02% | 5.25% | 1.02% |
| ELI Lilly & CoLLY | 1.00% | 1.60% | 1.00% |
| Caterpillar Inc.CAT | 1.07% | 0.95% | 0.95% |
| VISA Inc.-Class aV | 0.90% | 1.09% | 0.90% |
| Applied MaterialAMAT | 1.12% | 0.89% | 0.89% |
| JPMorgan ChaseJPM | 0.86% | 1.48% | 0.86% |
| Texas InstrumentTXN | 1.32% | 0.86% | 0.86% |
| Berkshire HATH-BBRK/B | 0.83% | 1.46% | 0.83% |
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: ROE, SEC Form N-PORT, May 29, 2026; OALC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ROE | OALC |
|---|---|---|
| Envestnet Asset Management Inc. | $11.5M | $6.2M |
| Atria Investments, Inc | $4.4M | $12.5M |
| LPL Financial LLC | $1.9M | $3.5M |
| Equitable Holdings, Inc. | $309K | $327K |
| Vanguard Advisers Inc. | $5K | $41 |
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: ROE institutional holders, OALC institutional holders.
Frequently asked questions
How much do ROE and OALC overlap?
30.3% by weight, with 49 holdings in common, using holdings for ROE as of May 29, 2026 and OALC as of May 31, 2026. The largest shared position is MU.
Do institutions hold both ROE and OALC?
5 Form 13F filers report positions in both, out of 95 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%.