USMC vs OMFL overlap
USMC and OMFL overlap 38.0% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | USMC | OMFL | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.63% | 8.57% | 6.63% |
| Nvidia Corp.NVDA | 7.54% | 5.05% | 5.05% |
| Alphabet Inc.-aGOOGL | 5.80% | 4.38% | 4.38% |
| Microsoft Corp.MSFT | 4.30% | 3.14% | 3.14% |
| VISA Inc.-Class aV | 4.33% | 2.59% | 2.59% |
| Micron TechMU | 8.75% | 2.37% | 2.37% |
| Chevron Corp.CVX | 1.97% | 1.91% | 1.91% |
| META Platforms-aMETA | 3.51% | 1.84% | 1.84% |
| Mastercard Inc.-aMA | 4.01% | 1.76% | 1.76% |
| Amazon.COM Inc.AMZN | 3.59% | 1.65% | 1.65% |
| Berkshire HATH-BBRK/B | 3.10% | 1.54% | 1.54% |
| Costco WholesaleCOST | 3.74% | 1.34% | 1.34% |
| Walmart Inc.WMT | 1.96% | 1.10% | 1.10% |
| Broadcom Inc.AVGO | 4.77% | 0.86% | 0.86% |
| Johnson&JohnsonJNJ | 3.20% | 0.73% | 0.73% |
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: USMC, SEC Form N-PORT, June 30, 2026; OMFL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | USMC | OMFL |
|---|---|---|
| Envestnet Asset Management Inc. | $339.2M | $25.0M |
| Principal Securities, Inc. | $357.6M | $1.4M |
| Morgan Stanley | $51.3M | $277.9M |
| LPL Financial LLC | $79.3M | $181.3M |
| Wells Fargo & Company | $76.2M | $44.6M |
| Bank of America Corp. | $1.7M | $115.7M |
| UBS Group AG | $1.5M | $81.0M |
| Raymond James Financial Inc. | $47.1M | $29.9M |
| Integrated Wealth Concepts LLC | $35.0M | $31.7M |
| Wealth Enhancement Advisory Services, LLC | $1.8M | $43.3M |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $30.5M |
| Osaic Holdings, Inc. | $15.6M | $19.7M |
| Kestra Advisory Services, LLC | $1.4M | $28.2M |
| HighTower Advisors, LLC | $428K | $20.5M |
| Private Advisor Group, LLC | $1.6M | $18.6M |
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: USMC institutional holders, OMFL institutional holders.
Frequently asked questions
How much do USMC and OMFL overlap?
38.0% by weight, with 22 holdings in common, using holdings for USMC as of June 30, 2026 and OMFL as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both USMC and OMFL?
49 Form 13F filers report positions in both, out of 306 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%.