AVDV vs AVDE overlap
AVDV and AVDE overlap 16.2% by weight, across 1,443 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | AVDV | AVDE | Overlap |
|---|---|---|---|
| Mitsui Kinzoku C5706 | 1.37% | 0.49% | 0.49% |
| Whitecap ResourcWCP | 0.54% | 0.17% | 0.17% |
| Finning Intl Inc.FTT CN | 0.28% | 0.15% | 0.15% |
| CLAL InsuranceCLIS | 0.74% | 0.14% | 0.14% |
| Centerra Gold inCG | 0.32% | 0.14% | 0.14% |
| Regis ResourcesRRL | 0.49% | 0.13% | 0.13% |
| Sandfire ResourcSFR | 0.19% | 0.12% | 0.12% |
| Coeur Mining Inc.CDE | 0.61% | 0.12% | 0.12% |
| Shufersal Ltd.SAE | 0.24% | 0.12% | 0.12% |
| NKT a/SNKT | 0.42% | 0.12% | 0.12% |
| Iamgold Corp.IAG | 0.38% | 0.12% | 0.12% |
| Athabasca Oil CoATH | 0.23% | 0.11% | 0.11% |
| Capital Power CoCPX | 0.25% | 0.11% | 0.11% |
| B2gold Corp.BTG | 0.59% | 0.10% | 0.10% |
| Saipem SpaSPM | 0.54% | 0.10% | 0.10% |
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: AVDV, SEC Form N-PORT, May 31, 2026; AVDE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | AVDV | AVDE |
|---|---|---|
| Jones Financial Companies LLLP | $3.5B | $49.1M |
| Creative Planning | $2.6B | $61.3M |
| Savant Capital, LLC | $1.2B | $69.0M |
| Ameriprise Financial Inc. | $724K | $787.7M |
| Envestnet Asset Management Inc. | $271.7M | $468.2M |
| American Century Companies Inc. | $137.0M | $547.6M |
| LPL Financial LLC | $173.7M | $502.6M |
| Focus Partners Wealth | $496.0M | $105.2M |
| Focus Partners Advisor Solutions, LLC | $483.5M | $37.0M |
| Morgan Stanley | $106.8M | $391.4M |
| Bank of America Corp. | $104.8M | $392.3M |
| Wealth Enhancement Advisory Services, LLC | $17.6M | $479.3M |
| Northwestern Mutual Wealth Management Co | $104.7M | $370.0M |
| Bank of New York Mellon Corp | $543K | $388.6M |
| Corient Private Wealth LP | $113.1M | $202.6M |
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: AVDV institutional holders, AVDE institutional holders.
Frequently asked questions
How much do AVDV and AVDE overlap?
16.2% by weight, with 1,443 holdings in common, using holdings for AVDV as of May 31, 2026 and AVDE as of May 31, 2026. The largest shared position is 5706.
Do institutions hold both AVDV and AVDE?
381 Form 13F filers report positions in both, out of 1,054 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%.