IQDG vs AVNM overlap
IQDG and AVNM 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: IQDG, SEC Form N-PORT, June 30, 2026; AVNM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IQDG | AVNM |
|---|---|---|
| Merit Financial Group, LLC | $3.6M | $177.6M |
| Morgan Stanley | $70.0M | $9K |
| Commonwealth Equity Services, LLC | $1.9M | $67.8M |
| LPL Financial LLC | $39.3M | $18.5M |
| Envestnet Asset Management Inc. | $34.9M | $13.2M |
| UBS Group AG | $18.1M | $32K |
| Captrust Financial Advisors | $15.2M | $1.4M |
| Howard Bailey Securities, LLC | $446K | $12.7M |
| Osaic Holdings, Inc. | $636K | $5.7M |
| Royal Bank of Canada | $4.8M | $1.0M |
| Ausdal Financial Partners, Inc. | $1.1M | $3.9M |
| AE Wealth Management LLC | $223K | $954K |
| Farther Finance Advisors, LLC | $162K | $509K |
| Fifth Third Bancorp | $349K | $14K |
| Global Retirement Partners, LLC | $13K | $296K |
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: IQDG institutional holders, AVNM institutional holders.
Frequently asked questions
How much do IQDG and AVNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for IQDG as of June 30, 2026 and AVNM as of May 31, 2026.
Do institutions hold both IQDG and AVNM?
17 Form 13F filers report positions in both, out of 178 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%.