LRGE vs AVSU overlap
LRGE and AVSU overlap 23.6% by weight, across 25 shared holdings.
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Top shared holdings
| Holding | LRGE | AVSU | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.25% | 5.86% | 5.86% |
| Nvidia Corp.NVDA | 15.57% | 5.48% | 5.48% |
| Amazon.COM Inc.AMZN | 7.34% | 3.56% | 3.56% |
| Alphabet Inc.-aGOOGL | 3.13% | 2.98% | 2.98% |
| META Platforms-aMETA | 6.22% | 2.39% | 2.39% |
| VISA Inc.-Class aV | 4.39% | 0.76% | 0.76% |
| Vertex PharmVRTX | 2.28% | 0.37% | 0.37% |
| PALO ALTO NetworPANW | 6.01% | 0.33% | 0.33% |
| Netflix Inc.NFLX | 2.93% | 0.30% | 0.30% |
| Arista NetworksANET | 1.83% | 0.29% | 0.29% |
| Oracle Corp.ORCL | 2.32% | 0.20% | 0.20% |
| Chipotle MexicanCMG | 1.62% | 0.14% | 0.14% |
| Intuitive SurgicISRG | 2.15% | 0.12% | 0.12% |
| Eaton Corp. PLCETN | 3.00% | 0.11% | 0.11% |
| Blackstone Inc.BX | 1.91% | 0.11% | 0.11% |
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: LRGE, SEC Form N-PORT, June 30, 2026; AVSU, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | LRGE | AVSU |
|---|---|---|
| LPL Financial LLC | $33.5M | $11.1M |
| Morgan Stanley | $28.7M | $741K |
| Cetera Investment Advisers | $24.3M | $384K |
| Commonwealth Equity Services, LLC | $4.7M | $12.1M |
| Envestnet Asset Management Inc. | $8.1M | $3.4M |
| Royal Bank of Canada | $11.4M | $52K |
| Wealth Enhancement Advisory Services, LLC | $339K | $10.9M |
| Truist Financial Corp. | $4.1M | $2.8M |
| HighTower Advisors, LLC | $3.7M | $2.9M |
| Kestra Advisory Services, LLC | $5.2M | $821K |
| Susquehanna International Group, LLP | $3.9M | $1.2M |
| Northwestern Mutual Wealth Management Co | $1.7M | $43K |
| Osaic Holdings, Inc. | $1.0M | $194K |
| Citadel Advisors LLC | $200K | $519K |
| Farther Finance Advisors, LLC | $90K | $139K |
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: LRGE institutional holders, AVSU institutional holders.
Frequently asked questions
How much do LRGE and AVSU overlap?
23.6% by weight, with 25 holdings in common, using holdings for LRGE as of June 30, 2026 and AVSU as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both LRGE and AVSU?
17 Form 13F filers report positions in both, out of 152 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%.