FNDB vs AVTM overlap
FNDB and AVTM overlap 47.4% by weight, across 1,212 shared holdings.
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Top shared holdings
| Holding | FNDB | AVTM | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 4.29% | 4.14% | 4.14% |
| Microsoft Corp.MSFT | 2.16% | 2.71% | 2.16% |
| Alphabet Inc.-CGOOG | 1.75% | 4.09% | 1.75% |
| Amazon.COM Inc.AMZN | 1.72% | 1.73% | 1.72% |
| Micron TechMU | 1.48% | 1.33% | 1.33% |
| JPMorgan ChaseJPM | 1.28% | 2.53% | 1.28% |
| Berkshire HATH-BBRK/B | 1.31% | 1.28% | 1.28% |
| META Platforms-aMETA | 1.15% | 2.28% | 1.15% |
| Alphabet Inc.-aGOOGL | 2.20% | 1.14% | 1.14% |
| Cisco SystemsCSCO | 0.84% | 0.75% | 0.75% |
| Broadcom Inc.AVGO | 0.60% | 1.11% | 0.60% |
| Bank of AmericaBAC | 0.80% | 0.58% | 0.58% |
| Goldman Sachs GPGS | 0.54% | 1.70% | 0.54% |
| Exxon Mobil Corp.XOM | 2.12% | 0.52% | 0.52% |
| Nvidia Corp.NVDA | 0.51% | 5.73% | 0.51% |
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: FNDB, SEC Form N-PORT, May 31, 2026; AVTM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FNDB | AVTM |
|---|---|---|
| MAI Capital Management | $2.5M | $34.0M |
| HighTower Advisors, LLC | $16.7M | $6.5M |
| Foster Group, Inc. | $2.3M | $5.5M |
| Wells Fargo & Company | $45 | $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: FNDB institutional holders, AVTM institutional holders.
Frequently asked questions
How much do FNDB and AVTM overlap?
47.4% by weight, with 1,212 holdings in common, using holdings for FNDB as of May 31, 2026 and AVTM as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both FNDB and AVTM?
4 Form 13F filers report positions in both, out of 193 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%.