CFA vs AVGE overlap
CFA and AVGE 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: CFA, SEC Form N-PORT, June 30, 2026; AVGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | CFA | AVGE |
|---|---|---|
| Morgan Stanley | $60.7M | $527 |
| Commonwealth Equity Services, LLC | $5.3M | $25.2M |
| LPL Financial LLC | $11.7M | $9.3M |
| Wells Fargo & Company | $19.7M | $55K |
| Cambridge Investment Research Advisors, Inc. | $6.1M | $2.4M |
| Royal Bank of Canada | $5.2M | $39K |
| NewEdge Advisors, LLC | $5.0M | $36K |
| Osaic Holdings, Inc. | $3.4M | $317K |
| Envestnet Asset Management Inc. | $2.0M | $757K |
| Farther Finance Advisors, LLC | $778K | $1.1M |
| Creative Planning | $462K | $942K |
| HighTower Advisors, LLC | $418K | $549K |
| AE Wealth Management LLC | $5K | $692K |
| JPMorgan Chase & Co | $235K | $316K |
| EverSource Wealth Advisors, LLC | $44K | $287K |
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: CFA institutional holders, AVGE institutional holders.
Frequently asked questions
How much do CFA and AVGE overlap?
0.0% by weight, with 0 holdings in common, using holdings for CFA as of June 30, 2026 and AVGE as of May 31, 2026.
Do institutions hold both CFA and AVGE?
17 Form 13F filers report positions in both, out of 223 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%.