EZM vs AVMV overlap
EZM and AVMV overlap 23.0% by weight, across 146 shared holdings.
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Top shared holdings
| Holding | EZM | AVMV | Overlap |
|---|---|---|---|
| Viatris Inc.VTRS | 1.37% | 0.66% | 0.66% |
| CF Industries HOCF | 0.82% | 0.55% | 0.55% |
| TD Synnex Corp.SNX | 0.76% | 0.54% | 0.54% |
| Borgwarner Inc.BWA | 0.65% | 0.52% | 0.52% |
| APA Corp.APA | 0.67% | 0.50% | 0.50% |
| Permian Resour-aPR | 0.44% | 0.51% | 0.44% |
| Ovintiv Inc.OVV | 0.66% | 0.39% | 0.39% |
| Exelixis Inc.EXEL | 0.40% | 0.39% | 0.39% |
| RenaissancereRNR | 0.74% | 0.36% | 0.36% |
| Skyworks SolutioSWKS | 0.38% | 0.34% | 0.34% |
| Mueller INDSMLI | 0.34% | 0.44% | 0.34% |
| Globe Life Inc.GL | 0.60% | 0.34% | 0.34% |
| Ryder System Inc.R | 0.35% | 0.32% | 0.32% |
| JAZZ PharmaceutiJAZZ | 0.32% | 0.49% | 0.32% |
| Assurant Inc.AIZ | 0.42% | 0.32% | 0.32% |
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: EZM, SEC Form N-PORT, June 30, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EZM | AVMV |
|---|---|---|
| LPL Financial LLC | $33.8M | $18.2M |
| Morgan Stanley | $35.6M | $11.1M |
| Northwestern Mutual Wealth Management Co | $808K | $23.8M |
| Private Advisor Group, LLC | $13.4M | $307K |
| Cambridge Investment Research Advisors, Inc. | $11.9M | $640K |
| Corient Private Wealth LP | $2.3M | $8.9M |
| Royal Bank of Canada | $10.7M | $12K |
| Envestnet Asset Management Inc. | $6.4M | $3.3M |
| PNC Financial Services Group, Inc. | $103K | $9.0M |
| Team Financial Group, LLC | $498K | $7.8M |
| Farther Finance Advisors, LLC | $160K | $5.1M |
| Kestra Advisory Services, LLC | $3.0M | $1.0M |
| Osaic Holdings, Inc. | $2.3M | $1.5M |
| Equitable Holdings, Inc. | $2.8M | $516K |
| Chicago Partners Investment Group LLC | $205K | $2.4M |
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: EZM institutional holders, AVMV institutional holders.
Frequently asked questions
How much do EZM and AVMV overlap?
23.0% by weight, with 146 holdings in common, using holdings for EZM as of June 30, 2026 and AVMV as of May 31, 2026. The largest shared position is VTRS.
Do institutions hold both EZM and AVMV?
27 Form 13F filers report positions in both, out of 251 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%.