FVAL vs AOA overlap
FVAL and AOA 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: FVAL, SEC Form N-PORT, July 31, 2026; AOA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | FVAL | AOA |
|---|---|---|
| Envestnet Asset Management Inc. | $138.2M | $895K |
| FMR LLC | $127.6M | $1.1M |
| Rockefeller Capital Management L.P. | $3.0M | $59.7M |
| LPL Financial LLC | $23.9M | $24.1M |
| Cambridge Investment Research Advisors, Inc. | $7.8M | $30.1M |
| Cetera Investment Advisers | $25.8M | $6.1M |
| Royal Bank of Canada | $23.9M | $6.8M |
| Commonwealth Equity Services, LLC | $22.6M | $7.7M |
| Dynamic Advisor Solutions LLC | $25.9M | $2.1M |
| Osaic Holdings, Inc. | $19.8M | $7.3M |
| Morgan Stanley | $10.2M | $14.5M |
| Assetmark, Inc. | $671K | $24.0M |
| Bank of America Corp. | $14.0M | $10.0M |
| JPMorgan Chase & Co | $17.3M | $6.6M |
| Kestra Private Wealth Services, LLC | $10.0M | $10.6M |
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: FVAL institutional holders, AOA institutional holders.
Frequently asked questions
How much do FVAL and AOA overlap?
0.0% by weight, with 0 holdings in common, using holdings for FVAL as of July 31, 2026 and AOA as of July 31, 2026.
Do institutions hold both FVAL and AOA?
79 Form 13F filers report positions in both, out of 501 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%.