HECA vs ATFV overlap
HECA and ATFV 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: HECA, SEC Form N-PORT, July 31, 2026; ATFV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HECA | ATFV |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $49.2M | $9.6M |
| LPL Financial LLC | $7.7M | $45.2M |
| NewEdge Advisors, LLC | $6.1M | $11.8M |
| Commonwealth Equity Services, LLC | $4.6M | $860K |
| Truist Financial Corp. | $1.7M | $1.7M |
| Susquehanna International Group, LLP | $1.5M | $1.3M |
| Envestnet Asset Management Inc. | $1.9M | $805K |
| Jane Street Group, LLC | $651K | $275K |
| Private Trust Co NA | $389K | $8K |
| Farther Finance Advisors, LLC | $171K | $7K |
| Osaic Holdings, Inc. | $28K | $141K |
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: HECA institutional holders, ATFV institutional holders.
Frequently asked questions
How much do HECA and ATFV overlap?
0.0% by weight, with 0 holdings in common, using holdings for HECA as of July 31, 2026 and ATFV as of June 30, 2026.
Do institutions hold both HECA and ATFV?
11 Form 13F filers report positions in both, out of 72 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%.