FXO vs AVRE overlap
FXO and AVRE overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (FXO: July 31, 2026, AVRE: 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: FXO, SEC Form N-PORT, July 31, 2026; AVRE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FXO | AVRE |
|---|---|---|
| Wells Fargo & Company | $112.7M | $89K |
| LPL Financial LLC | $60.8M | $27.4M |
| Morgan Stanley | $86.2M | $12K |
| Envestnet Asset Management Inc. | $8.0M | $13.1M |
| Commonwealth Equity Services, LLC | $12.1M | $2.3M |
| LexAurum Advisors, LLC | $338K | $13.5M |
| MML Investors Services, LLC | $3.9M | $3.7M |
| Park Avenue Securities LLC | $351K | $6.8M |
| Osaic Holdings, Inc. | $6.1M | $871K |
| Royal Bank of Canada | $5.0M | $86K |
| OneDigital Investment Advisors LLC | $671K | $4.2M |
| Private Advisor Group, LLC | $3.2M | $728K |
| Kestra Advisory Services, LLC | $3.1M | $645K |
| Jones Financial Companies LLLP | $2.8M | $142K |
| Mercer Global Advisors Inc. | $1.7M | $1.3M |
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: FXO institutional holders, AVRE institutional holders.
Frequently asked questions
How much do FXO and AVRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for FXO as of July 31, 2026 and AVRE as of May 31, 2026.
Do institutions hold both FXO and AVRE?
36 Form 13F filers report positions in both, out of 340 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%.