AVIV vs APIE overlap
AVIV and APIE overlap 8.6% by weight, across 30 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | AVIV | APIE | Overlap |
|---|---|---|---|
| ASML Holding-NYASML | 0.89% | 1.87% | 0.89% |
| HSBC Holdings PLCHSBC | 0.81% | 0.95% | 0.81% |
| Shell PLCSHEL | 2.16% | 0.76% | 0.76% |
| Toyota Motor CorpTM | 0.96% | 0.68% | 0.68% |
| BHP Group LtdBHP | 1.47% | 0.67% | 0.67% |
| NatWest Group PLCNWG | 0.87% | 0.45% | 0.45% |
| Banco Bilbao Vizcaya Argentaria SABBVA | 2.10% | 0.44% | 0.44% |
| Sumitomo Mitsui Financial Group IncSMFG | 0.41% | 0.45% | 0.41% |
| BP PLCBP | 1.34% | 0.35% | 0.35% |
| GSK PLCGSK | 1.12% | 0.34% | 0.34% |
| NOVO-Nordisk AS CL B ADRNVO | 0.32% | 0.90% | 0.32% |
| Eni SpAE | 1.00% | 0.31% | 0.31% |
| ING Groep NVING | 0.30% | 0.53% | 0.30% |
| UBS Group AGUBS | 0.61% | 0.28% | 0.28% |
| Diageo PLC-Sponsored ADR Depositary ReceiptDEO | 0.25% | 0.47% | 0.25% |
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: AVIV, SEC Form N-PORT, May 31, 2026; APIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | AVIV | APIE |
|---|---|---|
| Envestnet Asset Management Inc. | $7.8M | $512.9M |
| LPL Financial LLC | $27.4M | $41.1M |
| MML Investors Services, LLC | $529K | $18.4M |
| Osaic Holdings, Inc. | $801K | $8.3M |
| Jane Street Group, LLC | $7.0M | $703K |
| Park Avenue Securities LLC | $311K | $6.4M |
| Commonwealth Equity Services, LLC | $5.0M | $710K |
| Susquehanna International Group, LLP | $649K | $2.1M |
| Farther Finance Advisors, LLC | $368K | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $1.1M | $786K |
| PNC Financial Services Group, Inc. | $687K | $44K |
| NewEdge Advisors, LLC | $7K | $622K |
| Fiduciary Financial Advisors | $535K | $8K |
| Morgan Stanley | $372K | $164K |
| Assetmark, Inc. | $1K | $391K |
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: AVIV institutional holders, APIE institutional holders.
Frequently asked questions
How much do AVIV and APIE overlap?
8.6% by weight, with 30 holdings in common, using holdings for AVIV as of May 31, 2026 and APIE as of May 31, 2026. The largest shared position is ASML.
Do institutions hold both AVIV and APIE?
20 Form 13F filers report positions in both, out of 217 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%.