STRN vs ONEO overlap
STRN and ONEO overlap 3.0% by weight, across 23 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | STRN | ONEO | Overlap |
|---|---|---|---|
| Astera Labs Inc.ALAB | 5.64% | 0.34% | 0.34% |
| Ross Stores Inc.ROST | 5.00% | 0.29% | 0.29% |
| Monolithic PowerMPWR | 1.99% | 0.29% | 0.29% |
| Western DigitalWDC | 2.13% | 0.26% | 0.26% |
| Comfort SystemsFIX | 6.48% | 0.23% | 0.23% |
| DELL Techn-CDELL | 2.99% | 0.19% | 0.19% |
| Vertiv Holding-aVRT | 6.87% | 0.17% | 0.17% |
| LAM ResearchLRCX | 3.61% | 0.17% | 0.17% |
| Applovin Co-CL aAPP | 2.41% | 0.14% | 0.14% |
| Analog DevicesADI | 2.95% | 0.12% | 0.12% |
| Howmet AerospaceHWM | 6.64% | 0.11% | 0.11% |
| Alphabet Inc.-aGOOGL | 5.00% | 0.11% | 0.11% |
| Corning Inc.GLW | 4.11% | 0.10% | 0.10% |
| Nvidia Corp.NVDA | 1.76% | 0.09% | 0.09% |
| Alphabet Inc.-CGOOG | 4.97% | 0.09% | 0.09% |
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: STRN, SEC Form N-PORT, June 30, 2026; ONEO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | STRN | ONEO |
|---|---|---|
| Morgan Stanley | $94K | $182 |
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: STRN institutional holders, ONEO institutional holders.
Frequently asked questions
How much do STRN and ONEO overlap?
3.0% by weight, with 23 holdings in common, using holdings for STRN as of June 30, 2026 and ONEO as of June 30, 2026. The largest shared position is ALAB.
Do institutions hold both STRN and ONEO?
1 Form 13F filers report positions in both, out of 21 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%.