ISCG vs AVMV overlap
ISCG and AVMV overlap 12.3% by weight, across 108 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (ISCG: July 31, 2026, AVMV: 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
| Holding | ISCG | AVMV | Overlap |
|---|---|---|---|
| Ralph Lauren CORRL | 0.45% | 0.41% | 0.41% |
| Five BelowFIVE | 0.37% | 0.43% | 0.37% |
| Texas RoadhousTXRH | 0.44% | 0.36% | 0.36% |
| Advanced DrainagWMS | 0.33% | 0.33% | 0.33% |
| Ryder System Inc.R | 0.32% | 0.32% | 0.32% |
| Sanmina Corp.SANM | 0.31% | 0.41% | 0.31% |
| SAIA Inc.SAIA | 0.30% | 0.36% | 0.30% |
| Evercore Inc.EVR | 0.37% | 0.29% | 0.29% |
| Applied INDU TECAIT | 0.41% | 0.26% | 0.26% |
| Graco Inc.GGG | 0.26% | 0.30% | 0.26% |
| Mueller INDSMLI | 0.26% | 0.44% | 0.26% |
| Stifel FinancialSF | 0.27% | 0.25% | 0.25% |
| Deckers OutdoorDECK | 0.24% | 0.52% | 0.24% |
| Jack HenryJKHY | 0.23% | 0.25% | 0.23% |
| Simpson MfgSSD | 0.25% | 0.22% | 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: ISCG, SEC Form N-PORT, July 31, 2026; AVMV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ISCG | AVMV |
|---|---|---|
| LPL Financial LLC | $45.3M | $18.2M |
| Northwestern Mutual Wealth Management Co | $36.7M | $23.8M |
| Osaic Holdings, Inc. | $36.3M | $1.5M |
| Morgan Stanley | $17.2M | $11.1M |
| Atria Investments, Inc | $20.7M | $1.4M |
| Farther Finance Advisors, LLC | $1.1M | $5.1M |
| Envestnet Asset Management Inc. | $2.2M | $3.3M |
| Royal Bank of Canada | $3.7M | $12K |
| MML Investors Services, LLC | $1.8M | $227K |
| Equitable Holdings, Inc. | $1.4M | $516K |
| Creative Financial Designs Inc. | $1.8M | $2K |
| Kestra Advisory Services, LLC | $765K | $1.0M |
| Gladstone Institutional Advisory LLC | $1.3M | $418K |
| Cambridge Investment Research Advisors, Inc. | $954K | $640K |
| O'SHAughnessy Asset Management, LLC | $114K | $1.4M |
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: ISCG institutional holders, AVMV institutional holders.
Frequently asked questions
How much do ISCG and AVMV overlap?
12.3% by weight, with 108 holdings in common, using holdings for ISCG as of July 31, 2026 and AVMV as of May 31, 2026. The largest shared position is RL.
Do institutions hold both ISCG and AVMV?
23 Form 13F filers report positions in both, out of 233 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%.