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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Cetera Investment Advisers ⇄ Osaic Holdings, Inc.

60Shared positions
60.0%Name overlap (Jaccard)
15+Only Cetera…
15+Only Osaic…

Shared holdings · Q2 2026

SecurityCetera Investment… weightOsaic Holdings, Inc. weight
IVV iShares Core S&P 500 ETF 3.2% 1.7%
AAPL Apple Inc. 1.9% 3.0%
NVDA NVIDIA Corporation 1.8% 2.2%
QQQ Invesco QQQ Trust, Series… 1.5% 1.8%
SPY State Street SPDR S&P 500… 1.3% 1.3%
VOO Vanguard S&P 500 ETF 1.4% 1.2%
VTI Vanguard Morningstar… 1.2% 1.2%
MSFT Microsoft Corporation 1.0% 1.4%
VTV Vanguard Morningstar… 1.6% 0.7%
AMZN Amazon.com, Inc. 1.0% 1.1%
VUG Vanguard Morningstar… 1.1% 0.8%
AGG iShares Core U.S.… 1.4% 0.3%
GOOGL Alphabet Inc. 0.7% 0.9%
CGDV Capital Group Dividend… 0.8% 0.7%
WT WisdomTree, Inc. 0.8% 0.6%
VONG Vanguard Russell 1000… 1.1% 0.2%
SCHG Schwab U.S. Large-Cap… 0.6% 0.7%
IEFA iShares Core MSCI EAFE ETF 1.0% 0.3%
GOOG Alphabet Inc. 0.5% 0.7%
SPYM State Street SPDR… 0.4% 0.8%
AVGO Broadcom Inc. 0.6% 0.6%
IWF iShares Russell 1000… 0.7% 0.5%
QQQM Invesco NASDAQ 100 ETF 0.7% 0.5%
BRK-B Berkshire Hathaway Inc. 0.5% 0.7%
XLK State Street Technology… 0.3% 0.8%
SCHD Schwab U.S. Dividend… 0.7% 0.4%
VEA Vanguard FTSE Developed… 0.5% 0.5%
JPM JPMorgan Chase & Co. 0.4% 0.5%
CGGR Capital Group Growth ETF 0.5% 0.5%
MU Micron Technology, Inc. 0.5% 0.5%
IEMG iShares Core MSCI… 0.6% 0.4%
IVW iShares S&P 500 Growth ETF 0.6% 0.3%
LLY Eli Lilly and Company 0.4% 0.5%
VIG Vanguard Dividend… 0.3% 0.6%
META Meta Platforms, Inc. 0.4% 0.5%
IVE iShares S&P 500 Value ETF 0.6% 0.2%
BUFR FT Vest Laddered Buffer… 0.5% 0.4%
DYNF iShares U.S. Equity… 0.5% 0.3%
TSLA Tesla, Inc. 0.4% 0.4%
VXUS Vanguard Total… 0.5% 0.3%
AMD Advanced Micro Devices… 0.5% 0.3%
RDVY First Trust Rising… 0.3% 0.4%
VO Vanguard Morningstar… 0.4% 0.3%
JEPI JPMorgan Equity Premium… 0.4% 0.4%
IUSB iShares Core Universal… 0.6% 0.2%
IWM iShares Russell 2000 ETF 0.5% 0.2%
VB Vanguard Morningstar… 0.3% 0.4%
SPYG State Street SPDR… 0.4% 0.4%
BND Vanguard Total Bond… 0.5% 0.2%
VYM Vanguard High Dividend… 0.4% 0.3%
IJR iShares Core S&P… 0.4% 0.3%
CAT Caterpillar Inc. 0.3% 0.4%
GLD SPDR Gold Shares 0.3% 0.4%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
RSP Invesco S&P 500 Equal… 0.2% 0.4%
VGT Vanguard Information… 0.3% 0.3%
TSM Taiwan Semiconductor… 0.3% 0.3%
COWZ Pacer US Cash Cows 100 ETF 0.3% 0.3%
WMT Walmart Inc. 0.3% 0.3%
FBND Fidelity Total Bond ETF 0.3% 0.3%

Distinctively Cetera Investment…

BRIE 0.1%
GBND 0.0%
FSEC FIDELITY INVESTMENT… 0.0%
MSTB 0.0%
HYDW 0.0%
JHCP 0.0%
MMSD 0.0%
LQTI 0.0%
CGV 0.0%
GIGL 0.0%
XUDV 0.0%
SH 0.0%
IDEQ 0.0%
MFSV 0.0%
BBBI 0.0%

Distinctively Osaic Holdings, Inc.

JSI 0.2%
EDGF 0.1%
DMBS 0.1%
EMAT 0.1%
MBS 0.1%
UBND 0.1%
UYLD Angel Oak Ultrashort… 0.0%
EDGU 0.0%
EDGH 0.0%
JEMB 0.0%
VPLS 0.0%
MGNR 0.0%
OAKM 0.0%
BINV 0.0%
TXUE 0.0%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology