CVMC vs ALTL overlap
CVMC and ALTL overlap 9.0% by weight, across 36 shared holdings.
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Top shared holdings
| Holding | CVMC | ALTL | Overlap |
|---|---|---|---|
| Teradyne Inc.TER | 0.65% | 1.40% | 0.65% |
| Delta Air LIDAL | 0.54% | 1.28% | 0.54% |
| Hewlett PackaHPE | 0.52% | 1.45% | 0.52% |
| Keysight TECKEYS | 0.52% | 0.83% | 0.52% |
| Microchip TechMCHP | 0.42% | 0.68% | 0.42% |
| Idexx LabsIDXX | 0.37% | 0.73% | 0.37% |
| Jabil Inc.JBL | 0.37% | 0.82% | 0.37% |
| Old Dominion FRTODFL | 0.36% | 0.80% | 0.36% |
| Paypal HoldingsPYPL | 0.36% | 0.95% | 0.36% |
| Emcor Group Inc.EME | 0.34% | 0.77% | 0.34% |
| Interactive BROKIBKR | 0.34% | 1.10% | 0.34% |
| On SemiconductorON | 0.33% | 0.85% | 0.33% |
| Ingersoll-RAND IIR | 0.31% | 0.87% | 0.31% |
| Coinbase Globa-aCOIN | 0.28% | 1.32% | 0.28% |
| Moderna Inc.MRNA | 0.26% | 1.14% | 0.26% |
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: CVMC, SEC Form N-PORT, June 30, 2026; ALTL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | CVMC | ALTL |
|---|---|---|
| Geneos Wealth Management Inc. | $2K | $14.4M |
| Goldman Sachs Group Inc. | $5.7M | $4.5M |
| Morgan Stanley | $514K | $4.8M |
| Northwestern Mutual Wealth Management Co | $2.9M | $985K |
| LPL Financial LLC | $221K | $2.7M |
| Osaic Holdings, Inc. | $190K | $829K |
| UBS Group AG | $2K | $330K |
| Integrated Wealth Concepts LLC | $6K | $38K |
| Ameritas Advisory Services, LLC | $4K | $29K |
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: CVMC institutional holders, ALTL institutional holders.
Frequently asked questions
How much do CVMC and ALTL overlap?
9.0% by weight, with 36 holdings in common, using holdings for CVMC as of June 30, 2026 and ALTL as of July 31, 2026. The largest shared position is TER.
Do institutions hold both CVMC and ALTL?
9 Form 13F filers report positions in both, out of 83 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%.