ULVM vs OALC overlap
ULVM and OALC overlap 15.1% by weight, across 42 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ULVM | OALC | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 1.66% | 1.46% | 1.46% |
| Exxon Mobil Corp.XOM | 0.84% | 1.13% | 0.84% |
| Verizon CommunicVZ | 0.82% | 0.79% | 0.79% |
| Bank of AmericaBAC | 1.13% | 0.76% | 0.76% |
| Caterpillar Inc.CAT | 0.74% | 0.95% | 0.74% |
| Alphabet Inc.-aGOOGL | 0.72% | 3.52% | 0.72% |
| Analog DevicesADI | 0.67% | 0.69% | 0.67% |
| Corning Inc.GLW | 0.54% | 1.13% | 0.54% |
| General Motors CGM | 0.59% | 0.50% | 0.50% |
| Ford Motor CoF | 0.45% | 0.47% | 0.45% |
| Bristol-MYER SQBBMY | 0.84% | 0.40% | 0.40% |
| Western DigitalWDC | 0.38% | 0.66% | 0.38% |
| Micron TechMU | 0.37% | 2.22% | 0.37% |
| Intel Corp.INTC | 0.35% | 1.05% | 0.35% |
| Seagate TechnoloSTX | 0.35% | 0.63% | 0.35% |
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: ULVM, SEC Form N-PORT, June 30, 2026; OALC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ULVM | OALC |
|---|---|---|
| Susquehanna International Group, LLP | $648K | $602K |
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: ULVM institutional holders, OALC institutional holders.
Frequently asked questions
How much do ULVM and OALC overlap?
15.1% by weight, with 42 holdings in common, using holdings for ULVM as of June 30, 2026 and OALC as of May 31, 2026. The largest shared position is BRK/B.
Do institutions hold both ULVM and OALC?
1 Form 13F filers report positions in both, out of 44 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%.