NACP vs AVMA overlap

NACP and AVMA overlap 0.0% by weight, across 0 shared holdings.

NACPAVMA

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

NACP0.0% of the fund is in shared holdings, of 202

AVMA0.0% of the fund is in shared holdings, of 17

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: NACP, SEC Form N-PORT, June 30, 2026; AVMA, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 64 holding any

NACP6.8% of its 13F dollars, 11.1% of its 45 holders

AVMA12.7% of its 13F dollars, 20.8% of its 24 holders

Largest institutions holding both

Firm	NACP	AVMA
LPL Financial LLC	$565K	$2.3M
Osaic Holdings, Inc.	$104K	$1.0M
Envestnet Asset Management Inc.	$466K	$245K
Farther Finance Advisors, LLC	$579K	$44K
Commonwealth Equity Services, LLC	$293K	$215K

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: NACP institutional holders, AVMA institutional holders.

Frequently asked questions

How much do NACP and AVMA overlap?

0.0% by weight, with 0 holdings in common, using holdings for NACP as of June 30, 2026 and AVMA as of May 31, 2026.

Do institutions hold both NACP and AVMA?

5 Form 13F filers report positions in both, out of 64 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%.