FDTX vs AIVC overlap
FDTX and AIVC overlap 37.6% by weight, across 18 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | FDTX | AIVC | Overlap |
|---|---|---|---|
| Micron TechMU | 9.36% | 4.34% | 4.34% |
| Mediatek2454 | 4.61% | 4.00% | 4.00% |
| Marvell TechnoloMRVL | 8.06% | 3.83% | 3.83% |
| Seagate TechnoloSTX | 4.04% | 3.10% | 3.10% |
| Western DigitalWDC | 4.00% | 2.98% | 2.98% |
| Datadog Inc.-aDDOG | 2.44% | 2.98% | 2.44% |
| Coherent Corp.COHR | 3.75% | 2.11% | 2.11% |
| Arista NetworksANET | 1.79% | 1.85% | 1.79% |
| Amazon.COM Inc.AMZN | 4.01% | 1.57% | 1.57% |
| Advantest Corp.6857 | 1.56% | 2.03% | 1.56% |
| Nvidia Corp.NVDA | 4.62% | 1.55% | 1.55% |
| Synopsys Inc.SNPS | 2.15% | 1.55% | 1.55% |
| Microsoft Corp.MSFT | 3.79% | 1.38% | 1.38% |
| Monolithic PowerMPWR | 1.30% | 1.70% | 1.30% |
| Apple Inc.AAPL | 1.19% | 1.56% | 1.19% |
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: FDTX, SEC Form N-PORT, May 31, 2026; AIVC, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | FDTX | AIVC |
|---|---|---|
| LPL Financial LLC | $464K | $7.6M |
| Jane Street Group, LLC | $939K | $6.7M |
| Flow Traders U.S. LLC | $302K | $4.2M |
| Envestnet Asset Management Inc. | $533K | $1.2M |
| Osaic Holdings, Inc. | $718K | $416K |
| Morgan Stanley | $9K | $183K |
| PNC Financial Services Group, Inc. | $21K | $130K |
| Integrated Wealth Concepts LLC | $91K | $18K |
| AE Wealth Management LLC | $49K | $12K |
| Steward Partners Investment Advisory, LLC | $11K | $13K |
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: FDTX institutional holders, AIVC institutional holders.
Frequently asked questions
How much do FDTX and AIVC overlap?
37.6% by weight, with 18 holdings in common, using holdings for FDTX as of May 31, 2026 and AIVC as of June 30, 2026. The largest shared position is MU.
Do institutions hold both FDTX and AIVC?
10 Form 13F filers report positions in both, out of 52 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%.