GSEW vs AVLC overlap
GSEW and AVLC overlap 46.0% by weight, across 472 shared holdings.
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Top shared holdings
| Holding | GSEW | AVLC | Overlap |
|---|---|---|---|
| Devon Energy CoDVN | 0.37% | 0.29% | 0.29% |
| Micron TechMU | 0.29% | 2.41% | 0.29% |
| Applovin Co-CL aAPP | 0.26% | 0.26% | 0.26% |
| Cisco SystemsCSCO | 0.26% | 0.46% | 0.26% |
| IBMIBM | 0.26% | 0.29% | 0.26% |
| Qualcomm Inc.QCOM | 0.25% | 0.38% | 0.25% |
| ADV Micro DeviceAMD | 0.24% | 0.88% | 0.24% |
| Sandisk Corp.SNDK | 0.24% | 0.71% | 0.24% |
| Palantir Techn-aPLTR | 0.23% | 0.37% | 0.23% |
| Oracle Corp.ORCL | 0.23% | 0.41% | 0.23% |
| On SemiconductorON | 0.22% | 0.24% | 0.22% |
| PALO ALTO NetworPANW | 0.30% | 0.22% | 0.22% |
| Western DigitalWDC | 0.22% | 0.42% | 0.22% |
| Seagate TechnoloSTX | 0.22% | 0.31% | 0.22% |
| Delta Air LIDAL | 0.22% | 0.24% | 0.22% |
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: GSEW, SEC Form N-PORT, May 31, 2026; AVLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | GSEW | AVLC |
|---|---|---|
| LPL Financial LLC | $49.4M | $38.0M |
| Envestnet Asset Management Inc. | $22.3M | $63.6M |
| OneDigital Investment Advisors LLC | $20.0M | $20.7M |
| JPMorgan Chase & Co | $2.3M | $32.0M |
| Northwestern Mutual Wealth Management Co | $29.6M | $1.1M |
| CoreCap Advisors, LLC | $14.6M | $8.5M |
| HighTower Advisors, LLC | $2.8M | $12.2M |
| Commonwealth Equity Services, LLC | $8.7M | $5.0M |
| Commerce Bank | $320K | $8.2M |
| Rockefeller Capital Management L.P. | $4.2M | $2.7M |
| Private Advisor Group, LLC | $3.8M | $334K |
| Kestra Advisory Services, LLC | $2.1M | $1.8M |
| Susquehanna International Group, LLP | $206K | $3.2M |
| Savvy Advisors, Inc. | $3.1M | $204K |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $1.0M |
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: GSEW institutional holders, AVLC institutional holders.
Frequently asked questions
How much do GSEW and AVLC overlap?
46.0% by weight, with 472 holdings in common, using holdings for GSEW as of May 31, 2026 and AVLC as of May 31, 2026. The largest shared position is DVN.
Do institutions hold both GSEW and AVLC?
23 Form 13F filers report positions in both, out of 274 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%.