IBMP vs AVSF overlap
IBMP and AVSF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IBMP: July 31, 2026, AVSF: 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: IBMP, SEC Form N-PORT, July 31, 2026; AVSF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IBMP | AVSF |
|---|---|---|
| Envestnet Asset Management Inc. | $5.1M | $27.4M |
| Wells Fargo & Company | $27.0M | $22 |
| LPL Financial LLC | $13.3M | $7.5M |
| Creative Planning | $639K | $19.4M |
| Raymond James Financial Inc. | $3.9M | $9.1M |
| Allworth Financial LP | $21K | $10.8M |
| UBS Group AG | $10.5M | $233K |
| Morgan Stanley | $9.9M | $139K |
| Strategic Blueprint, LLC | $219K | $7.9M |
| Commonwealth Equity Services, LLC | $4.4M | $3.1M |
| Beacon Pointe Advisors, LLC | $3.5M | $1.4M |
| Citadel Advisors LLC | $317K | $3.6M |
| Royal Bank of Canada | $3.0M | $333K |
| Osaic Holdings, Inc. | $2.2M | $98K |
| IFP Advisors, Inc | $870K | $1.2M |
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: IBMP institutional holders, AVSF institutional holders.
Frequently asked questions
How much do IBMP and AVSF overlap?
0.0% by weight, with 0 holdings in common, using holdings for IBMP as of July 31, 2026 and AVSF as of May 31, 2026.
Do institutions hold both IBMP and AVSF?
19 Form 13F filers report positions in both, out of 263 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%.