EQAL vs AVTM overlap

EQAL and AVTM overlap 21.4% by weight, across 800 shared holdings.

EQALAVTM

Pick 2 to 4 ETFs.

21.4%

overlap by weight, across 800 shared holdings

EQAL79.0% of the fund is in shared holdings, of 987

AVTM74.1% of the fund is in shared holdings, of 1,545

Top shared holdings

Holding	EQAL	AVTM	Overlap
Cisco SystemsCSCO	0.73%	0.75%	0.73%
Arista NetworksANET	0.56%	0.78%	0.56%
Linde PLCLIN	0.23%	0.30%	0.23%
Exxon Mobil Corp.XOM	0.21%	0.52%	0.21%
Ecolab Inc.ECL	0.21%	0.22%	0.21%
Verizon CommunicVZ	0.45%	0.20%	0.20%
Williams COS Inc.WMB	0.22%	0.18%	0.18%
Chevron Corp.CVX	0.21%	0.18%	0.18%
Colgate-PalmolivCL	0.16%	0.59%	0.16%
ADV Micro DeviceAMD	0.16%	0.26%	0.16%
Intel Corp.INTC	0.16%	0.47%	0.16%
Targa ResourcesTRGP	0.24%	0.15%	0.15%
Carpenter TechCRS	0.28%	0.15%	0.15%
Procter & GamblePG	0.15%	0.35%	0.15%
Coca-Cola Co/theKO	0.16%	0.15%	0.15%

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: EQAL, SEC Form N-PORT, May 31, 2026; AVTM, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 118 holding any

EQAL1.3% of its 13F dollars, 4.1% of its 97 holders

AVTM5.3% of its 13F dollars, 16.0% of its 25 holders

Largest institutions holding both

Firm	EQAL	AVTM
Sanctuary Advisors, LLC	$607K	$15.4M
HighTower Advisors, LLC	$505K	$6.5M
Goldman Sachs Group Inc.	$4.4M	$323K
Wells Fargo & Company	$23	$1K

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: EQAL institutional holders, AVTM institutional holders.

Frequently asked questions

How much do EQAL and AVTM overlap?

21.4% by weight, with 800 holdings in common, using holdings for EQAL as of May 31, 2026 and AVTM as of May 31, 2026. The largest shared position is CSCO.

Do institutions hold both EQAL and AVTM?

4 Form 13F filers report positions in both, out of 118 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%.