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Compare Managers

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

Rockefeller Capital Management L.P. ⇄ Osaic Holdings, Inc.

60Shared positions
59.8%Name overlap (Jaccard)
15+Only Rockefeller…
15+Only Osaic…

Shared holdings · Q2 2026

SecurityRockefeller Capital… weightOsaic Holdings, Inc. weight
AAPL Apple Inc. 3.1% 3.0%
NVDA NVIDIA Corporation 2.8% 2.2%
SPY State Street SPDR S&P 500… 3.2% 1.3%
MSFT Microsoft Corporation 2.2% 1.4%
AMZN Amazon.com, Inc. 2.2% 1.1%
GOOGL Alphabet Inc. 2.3% 0.9%
IVV iShares Core S&P 500 ETF 1.4% 1.7%
QQQ Invesco QQQ Trust, Series… 1.3% 1.8%
VOO Vanguard S&P 500 ETF 1.5% 1.2%
AVGO Broadcom Inc. 1.7% 0.6%
GOOG Alphabet Inc. 1.2% 0.7%
VTI Vanguard Morningstar… 0.7% 1.2%
JPM JPMorgan Chase & Co. 1.2% 0.5%
LLY Eli Lilly and Company 1.0% 0.5%
META Meta Platforms, Inc. 0.9% 0.5%
XLK State Street Technology… 0.6% 0.8%
IWF iShares Russell 1000… 0.9% 0.5%
VUG Vanguard Morningstar… 0.5% 0.8%
VTV Vanguard Morningstar… 0.5% 0.7%
BRK-B Berkshire Hathaway Inc. 0.5% 0.7%
MU Micron Technology, Inc. 0.6% 0.5%
WT WisdomTree, Inc. 0.4% 0.6%
VEA Vanguard FTSE Developed… 0.5% 0.5%
V Visa Inc. 0.7% 0.3%
AMD Advanced Micro Devices… 0.7% 0.3%
TSM Taiwan Semiconductor… 0.7% 0.3%
GEV GE Vernova Inc. 0.8% 0.2%
COST Costco Wholesale… 0.6% 0.3%
RSP Invesco S&P 500 Equal… 0.5% 0.4%
VIG Vanguard Dividend… 0.3% 0.6%
GLD SPDR Gold Shares 0.5% 0.4%
CAT Caterpillar Inc. 0.5% 0.4%
SPYM State Street SPDR… 0.0% 0.8%
IWD iShares Russell 1000… 0.6% 0.2%
CRWD CrowdStrike Holdings, Inc. 0.6% 0.2%
XONA.DE Exxon Mobil Corporation 0.4% 0.3%
SCHG Schwab U.S. Large-Cap… 0.0% 0.7%
IJH iShares Core S&P Mid-Cap… 0.4% 0.3%
HD The Home Depot, Inc. 0.6% 0.2%
VGT Vanguard Information… 0.4% 0.3%
CGDV Capital Group Dividend… 0.1% 0.7%
VO Vanguard Morningstar… 0.4% 0.3%
JNJ Johnson & Johnson 0.4% 0.3%
IEFA iShares Core MSCI EAFE ETF 0.5% 0.3%
IJR iShares Core S&P… 0.4% 0.3%
TSLA Tesla, Inc. 0.3% 0.4%
EFA iShares MSCI EAFE ETF 0.5% 0.2%
AMAT Applied Materials, Inc. 0.5% 0.2%
PANW Palo Alto Networks, Inc. 0.5% 0.2%
KO The Coca-Cola Company 0.4% 0.3%
IEMG iShares Core MSCI… 0.3% 0.4%
CSCO Cisco Systems, Inc. 0.4% 0.2%
ABBV AbbVie Inc. 0.4% 0.3%
CVX Chevron Corporation 0.4% 0.2%
IWM iShares Russell 2000 ETF 0.4% 0.2%
CGGR Capital Group Growth ETF 0.1% 0.5%
VB Vanguard Morningstar… 0.2% 0.4%
WMT Walmart Inc. 0.3% 0.3%
SOXX iShares Semiconductor ETF 0.4% 0.2%
RDVY First Trust Rising… 0.1% 0.4%

Distinctively Rockefeller Capital…

RGEF 1.0%
RSMC 0.9%
HEDG 0.0%
RMNY 0.0%
RMCA 0.0%
BRIE 0.0%
ESN 0.0%
IWLG 0.0%
AVLC 0.0%
ENTA Enanta… 0.0%
FSCC 0.0%
DSTX 0.0%
HSDT 0.0%
TLG 0.0%
CBNK 0.0%

Distinctively Osaic Holdings, Inc.

SECT Main Sector Rotation… 0.5%
GTO Invesco Total Return… 0.2%
EDGF 0.1%
CGIC Capital Group… 0.1%
BUYW 0.1%
JIVE JPMorgan… 0.1%
HELO JPMorgan Hedged… 0.1%
PSFF 0.1%
DMBS 0.1%
ZALT 0.1%
PFEB 0.1%
EMAT 0.1%
FLGV Franklin U.S.… 0.1%
MBS 0.1%
UTES Virtus Reaves… 0.1%
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