AVIV vs AVES overlap
AVIV and AVES overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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; AVES, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | AVIV | AVES |
|---|---|---|
| American Century Companies Inc. | $286.2M | $164.0M |
| Envestnet Asset Management Inc. | $7.8M | $147.7M |
| Bank of America Corp. | $67.1M | $8.8M |
| Focus Partners Wealth | $7.1M | $46.6M |
| Northwestern Mutual Wealth Management Co | $46.2M | $5.6M |
| Allegiance Financial Group Advisory Services LLC | $25.4M | $13.9M |
| Symmetry Partners, LLC | $12.2M | $26.1M |
| Jones Financial Companies LLLP | $35.5M | $2.5M |
| B&D White Capital Company, LLC | $23.7M | $11.7M |
| LPL Financial LLC | $27.4M | $5.1M |
| Savant Capital, LLC | $29.1M | $704K |
| Global Strategic Investment Solutions, LLC | $18.5M | $9.3M |
| Austin Wealth Management, LLC | $13.0M | $10.1M |
| Pathstone Holdings, LLC | $1.3M | $19.7M |
| Meredith Wealth Planning | $1.9M | $19.0M |
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, AVES institutional holders.
Frequently asked questions
How much do AVIV and AVES overlap?
0.0% by weight, with 0 holdings in common, using holdings for AVIV as of May 31, 2026 and AVES as of May 31, 2026.
Do institutions hold both AVIV and AVES?
91 Form 13F filers report positions in both, out of 285 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%.