FTSL vs AVIG overlap
FTSL and AVIG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FTSL: July 31, 2026, AVIG: 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: FTSL, SEC Form N-PORT, July 31, 2026; AVIG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FTSL | AVIG |
|---|---|---|
| Morgan Stanley | $220.0M | $116.1M |
| AE Wealth Management LLC | $304K | $270.3M |
| LPL Financial LLC | $124.7M | $33.6M |
| Envestnet Asset Management Inc. | $39.6M | $85.6M |
| Raymond James Financial Inc. | $64.4M | $27.0M |
| Royal Bank of Canada | $67.3M | $21.8M |
| Wells Fargo & Company | $74.7M | $12.5M |
| Janney Montgomery Scott LLC | $1.6M | $60.2M |
| Simplicity Wealth,LLC | $673K | $53.2M |
| UBS Group AG | $42.0M | $4K |
| Cambridge Investment Research Advisors, Inc. | $25.8M | $9.0M |
| Park Avenue Securities LLC | $3.1M | $29.3M |
| Focus Partners Wealth | $29.9M | $1.3M |
| Creative Planning | $270K | $21.6M |
| Osaic Holdings, Inc. | $16.9M | $4.0M |
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: FTSL institutional holders, AVIG institutional holders.
Frequently asked questions
How much do FTSL and AVIG overlap?
0.0% by weight, with 0 holdings in common, using holdings for FTSL as of July 31, 2026 and AVIG as of May 31, 2026.
Do institutions hold both FTSL and AVIG?
59 Form 13F filers report positions in both, out of 423 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%.