TEQI vs OACP overlap
TEQI and OACP 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: TEQI, SEC Form N-PORT, June 30, 2026; OACP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TEQI | OACP |
|---|---|---|
| Jones Financial Companies LLLP | $12.7M | $384K |
| Cambridge Investment Research Advisors, Inc. | $1.6M | $4.5M |
| Envestnet Asset Management Inc. | $1.0M | $3.2M |
| Dynamic Advisor Solutions LLC | $2.5M | $1.1M |
| Osaic Holdings, Inc. | $2.8M | $45 |
| Merit Financial Group, LLC | $1.4M | $915K |
| JPMorgan Chase & Co | $29K | $1.3M |
| LPL Financial LLC | $438K | $491K |
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: TEQI institutional holders, OACP institutional holders.
Frequently asked questions
How much do TEQI and OACP overlap?
0.0% by weight, with 0 holdings in common, using holdings for TEQI as of June 30, 2026 and OACP as of May 31, 2026.
Do institutions hold both TEQI and OACP?
8 Form 13F filers report positions in both, out of 68 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%.