MCH vs AIVI overlap

MCH and AIVI overlap 0.0% by weight, across 0 shared holdings.

MCHAIVI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MCH0.0% of the fund is in shared holdings, of 55

AIVI0.0% of the fund is in shared holdings, of 140

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: MCH, SEC Form N-PORT, June 30, 2026; AIVI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 48 holding any

MCH10.3% of its 13F dollars, 29.4% of its 17 holders

AIVI23.4% of its 13F dollars, 13.9% of its 36 holders

Largest institutions holding both

Firm	MCH	AIVI
Morgan Stanley	$50	$2.9M
Susquehanna International Group, LLP	$756K	$210K
Citadel Advisors LLC	$511K	$407K
UBS Group AG	$211K	$6K
Osaic Holdings, Inc.	$52K	$11K

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: MCH institutional holders, AIVI institutional holders.

Frequently asked questions

How much do MCH and AIVI overlap?

0.0% by weight, with 0 holdings in common, using holdings for MCH as of June 30, 2026 and AIVI as of June 30, 2026.

Do institutions hold both MCH and AIVI?

5 Form 13F filers report positions in both, out of 48 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%.