FIIG vs AVSF overlap
FIIG and AVSF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FIIG: July 31, 2026, AVSF: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
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: FIIG, SEC Form N-PORT, July 31, 2026; AVSF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FIIG | AVSF |
|---|---|---|
| LPL Financial LLC | $100.6M | $7.5M |
| Envestnet Asset Management Inc. | $39.5M | $27.4M |
| Morgan Stanley | $56.0M | $139K |
| Park Avenue Securities LLC | $1.7M | $14.1M |
| Kestra Advisory Services, LLC | $12.5M | $1.5M |
| Commonwealth Equity Services, LLC | $9.8M | $3.1M |
| Goldman Sachs Group Inc. | $1.9M | $8.6M |
| MML Investors Services, LLC | $3.7M | $2.9M |
| Jane Street Group, LLC | $5.4M | $1.1M |
| Citadel Advisors LLC | $2.6M | $3.6M |
| IFP Advisors, Inc | $3.1M | $1.2M |
| Susquehanna International Group, LLP | $1.9M | $1.6M |
| Osaic Holdings, Inc. | $3.1M | $98K |
| Truist Financial Corp. | $1.9M | $206K |
| Private Advisor Group, LLC | $359K | $1.8M |
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: FIIG institutional holders, AVSF institutional holders.
Frequently asked questions
How much do FIIG and AVSF overlap?
0.0% by weight, with 0 holdings in common, using holdings for FIIG as of July 31, 2026 and AVSF as of May 31, 2026.
Do institutions hold both FIIG and AVSF?
23 Form 13F filers report positions in both, out of 209 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%.