FV vs ACIO overlap
FV and ACIO overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: FV, SEC Form N-PORT, June 30, 2026; ACIO, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FV | ACIO |
|---|---|---|
| Aptus Capital Advisors, LLC | $806K | $857.8M |
| Integrated Wealth Concepts LLC | $12.4M | $521.2M |
| Morgan Stanley | $419.5M | $63 |
| LPL Financial LLC | $250.3M | $21.5M |
| Wells Fargo & Company | $184.3M | $31.3M |
| Raymond James Financial Inc. | $128.7M | $70.2M |
| Commonwealth Equity Services, LLC | $132.5M | $209K |
| Envestnet Asset Management Inc. | $27.5M | $79.2M |
| UBS Group AG | $91.1M | $5.7M |
| Cambridge Investment Research Advisors, Inc. | $72.5M | $428K |
| First Heartland Consultants, Inc. | $3.4M | $53.4M |
| Royal Bank of Canada | $56.3M | $242K |
| Osaic Holdings, Inc. | $49.1M | $3.8M |
| Advisory Services Network, LLC | $1.3M | $51.1M |
| NewEdge Advisors, LLC | $41.9M | $745K |
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: FV institutional holders, ACIO institutional holders.
Frequently asked questions
How much do FV and ACIO overlap?
0.0% by weight, with 0 holdings in common, using holdings for FV as of June 30, 2026 and ACIO as of July 31, 2026.
Do institutions hold both FV and ACIO?
65 Form 13F filers report positions in both, out of 430 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%.