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Compare Managers

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

Wells Fargo & Company/Mn ⇄ Osaic Holdings, Inc.

60Shared positions
75.0%Name overlap (Jaccard)
15+Only Wells Fargo &…
15+Only Osaic…

Shared holdings · Q2 2026

SecurityWells Fargo &… weightOsaic Holdings, Inc. weight
AAPL Apple Inc. 3.0% 3.0%
IVV iShares Core S&P 500 ETF 2.7% 1.7%
NVDA NVIDIA Corporation 2.0% 2.2%
MSFT Microsoft Corporation 2.2% 1.4%
SPY State Street SPDR S&P 500… 1.6% 1.3%
GOOGL Alphabet Inc. 1.8% 0.9%
QQQ Invesco QQQ Trust, Series… 0.9% 1.8%
AMZN Amazon.com, Inc. 1.4% 1.1%
AVGO Broadcom Inc. 1.7% 0.6%
ITOT iShares Core S&P Total… 1.9% 0.3%
VOO Vanguard S&P 500 ETF 0.8% 1.2%
JPM JPMorgan Chase & Co. 1.3% 0.5%
VO Vanguard Morningstar… 1.5% 0.3%
GOOG Alphabet Inc. 1.1% 0.7%
IEFA iShares Core MSCI EAFE ETF 1.5% 0.3%
IEMG iShares Core MSCI… 1.3% 0.4%
XLK State Street Technology… 0.8% 0.8%
VTI Vanguard Morningstar… 0.4% 1.2%
LLY Eli Lilly and Company 1.0% 0.5%
META Meta Platforms, Inc. 1.0% 0.5%
AGG iShares Core U.S.… 1.1% 0.3%
VEA Vanguard FTSE Developed… 0.7% 0.5%
VUG Vanguard Morningstar… 0.4% 0.8%
BRK-B Berkshire Hathaway Inc. 0.4% 0.7%
V Visa Inc. 0.8% 0.3%
IJH iShares Core S&P Mid-Cap… 0.8% 0.3%
VTV Vanguard Morningstar… 0.3% 0.7%
JNJ Johnson & Johnson 0.8% 0.3%
MU Micron Technology, Inc. 0.6% 0.5%
VIG Vanguard Dividend… 0.4% 0.6%
CSCO Cisco Systems, Inc. 0.8% 0.2%
IWR iShares Russell Mid-Cap… 0.9% 0.1%
SPYM State Street SPDR… 0.1% 0.8%
IWF iShares Russell 1000… 0.4% 0.5%
AMD Advanced Micro Devices… 0.6% 0.3%
WMT Walmart Inc. 0.6% 0.3%
IWM iShares Russell 2000 ETF 0.6% 0.2%
CGDV Capital Group Dividend… 0.2% 0.7%
COST Costco Wholesale… 0.5% 0.3%
SCHG Schwab U.S. Large-Cap… 0.1% 0.7%
CAT Caterpillar Inc. 0.4% 0.4%
WT WisdomTree, Inc. 0.2% 0.6%
CVX Chevron Corporation 0.5% 0.2%
GSLC Goldman Sachs ActiveBeta… 0.7% 0.0%
TSLA Tesla, Inc. 0.3% 0.4%
IVW iShares S&P 500 Growth ETF 0.4% 0.3%
TSM Taiwan Semiconductor… 0.4% 0.3%
LRCX Lam Research Corporation 0.6% 0.1%
XLF State Street Financial… 0.4% 0.2%
IJR iShares Core S&P… 0.4% 0.3%
VWO Vanguard FTSE Emerging… 0.4% 0.2%
CGGR Capital Group Growth ETF 0.1% 0.5%
VB Vanguard Morningstar… 0.3% 0.4%
ABBV AbbVie Inc. 0.4% 0.3%
XONA.DE Exxon Mobil Corporation 0.3% 0.3%
ADI Analog Devices, Inc. 0.6% 0.1%
RSP Invesco S&P 500 Equal… 0.2% 0.4%
RDVY First Trust Rising… 0.2% 0.4%
BND Vanguard Total Bond… 0.4% 0.2%
GLD SPDR Gold Shares 0.2% 0.4%

Distinctively Wells Fargo &…

MLPB 0.0%
XFIV 0.0%
SMCIP 0.0%
NOVTU 0.0%
PPLC 0.0%
APO-PA Apollo Global… 0.0%
BTCO 0.0%
LDRX 0.0%
IDEQ 0.0%
PRAB 0.0%
AZUL 0.0%
RGEF 0.0%
SOMN The Southern Company 0.0%
AEON 0.0%
EPSN 0.0%

Distinctively Osaic Holdings, Inc.

EDGF 0.1%
PJAN 0.1%
FEGE 0.1%
PFEB 0.1%
EMAT 0.1%
FLGV Franklin U.S.… 0.1%
EDGU 0.0%
PJUN 0.0%
EDGH 0.0%
PMAR 0.0%
JEMB 0.0%
GARP 0.0%
MGNR 0.0%
POCT 0.0%
OAKM 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