DIA vs AVLV overlap
287 institutions report holding both DIA and AVLV.
DIAAVLV
Pick 2 to 4 ETFs.
We don’t have holdings for DIA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
287
institutions report holding both, of 1,725 holding any
DIA63.0% of its 13F dollars, 19.8% of its 1,449 holders
AVLV78.1% of its 13F dollars, 51.0% of its 563 holders
Largest institutions holding both
| Firm | DIA | AVLV |
|---|---|---|
| Northwestern Mutual Wealth Management Co | $117.7M | $3.0B |
| Morgan Stanley | $1.7B | $104.0M |
| PNC Financial Services Group, Inc. | $84.6M | $1.7B |
| Bank of America Corp. | $1.1B | $145.2M |
| LPL Financial LLC | $870.9M | $365.3M |
| Envestnet Asset Management Inc. | $123.6M | $891.8M |
| Wealth Enhancement Advisory Services, LLC | $34.0M | $843.1M |
| Wells Fargo & Company | $630.1M | $47.6M |
| Ameriprise Financial Inc. | $247.7M | $423.2M |
| Focus Partners Wealth | $298.0M | $249.4M |
| UBS Group AG | $466.1M | $48.3M |
| Royal Bank of Canada | $443.7M | $35.9M |
| Bank of Montreal | $474.2M | $752K |
| JPMorgan Chase & Co | $367.0M | $60.3M |
| Qube Research & Technologies Ltd | $364.9M | $3.2M |
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: DIA institutional holders, AVLV institutional holders.
Frequently asked questions
Do institutions hold both DIA and AVLV?
287 Form 13F filers report positions in both, out of 1,725 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%.