MLPI vs AIVC overlap

MLPI and AIVC overlap 0.0% by weight, across 0 shared holdings.

MLPIAIVC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

MLPI0.0% of the fund is in shared holdings, of 24

AIVC0.0% of the fund is in shared holdings, of 45

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: MLPI, SEC Form N-PORT, June 30, 2026; AIVC, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 62 holding any

MLPI4.5% of its 13F dollars, 14.9% of its 47 holders

AIVC27.0% of its 13F dollars, 31.8% of its 22 holders

Largest institutions holding both

Firm	MLPI	AIVC
LPL Financial LLC	$1.0M	$7.6M
Jane Street Group, LLC	$217K	$6.7M
HRT Financial LP	$861K	$381K
Osaic Holdings, Inc.	$14K	$416K
Steward Partners Investment Advisory, LLC	$150K	$13K
Integrated Wealth Concepts LLC	$91K	$18K
UBS Group AG	$3K	$61K

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: MLPI institutional holders, AIVC institutional holders.

Frequently asked questions

How much do MLPI and AIVC overlap?

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

Do institutions hold both MLPI and AIVC?

7 Form 13F filers report positions in both, out of 62 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%.