IMCG vs AVSC overlap
IMCG and AVSC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IMCG: July 31, 2026, AVSC: 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: IMCG, SEC Form N-PORT, July 31, 2026; AVSC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IMCG | AVSC |
|---|---|---|
| Mercer Global Advisors Inc. | $2.4M | $1.1B |
| LPL Financial LLC | $282.3M | $38.6M |
| Morgan Stanley | $129.4M | $81.4M |
| Northwestern Mutual Wealth Management Co | $97.6M | $96.7M |
| Raymond James Financial Inc. | $111.8M | $13.4M |
| Cetera Investment Advisers | $95.4M | $961K |
| Envestnet Asset Management Inc. | $14.2M | $57.1M |
| Commonwealth Equity Services, LLC | $52.1M | $6.4M |
| Osaic Holdings, Inc. | $53.4M | $526K |
| Creative Planning | $5.3M | $47.4M |
| Wells Fargo & Company | $41.5M | $4.1M |
| Mariner, LLC | $42.9M | $2.4M |
| AE Wealth Management LLC | $129K | $41.4M |
| Atlantic Union Bankshares Corp | $4K | $35.9M |
| Arax Advisory Partners | $30.1M | $71K |
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: IMCG institutional holders, AVSC institutional holders.
Frequently asked questions
How much do IMCG and AVSC overlap?
0.0% by weight, with 0 holdings in common, using holdings for IMCG as of July 31, 2026 and AVSC as of May 31, 2026.
Do institutions hold both IMCG and AVSC?
88 Form 13F filers report positions in both, out of 583 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%.