NUMV vs AVMC overlap
NUMV and AVMC overlap 17.0% by weight, across 71 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (NUMV: July 31, 2026, AVMC: 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 | NUMV | AVMC | Overlap |
|---|---|---|---|
| United RentalsURI | 2.57% | 0.52% | 0.52% |
| Keysight TECKEYS | 1.42% | 0.51% | 0.51% |
| Fifth Third BANCFITB | 1.28% | 0.51% | 0.51% |
| State St Corp.STT | 1.17% | 0.48% | 0.48% |
| Hartford InsuranHIG | 0.59% | 0.47% | 0.47% |
| Archer-DanielsADM | 1.85% | 0.45% | 0.45% |
| Prudentl FINLPRU | 2.16% | 0.43% | 0.43% |
| Steel DynamicsSTLD | 1.93% | 0.43% | 0.43% |
| CBOE Global MarkCBOE | 1.58% | 0.39% | 0.39% |
| Sysco Corp.SYY | 2.05% | 0.38% | 0.38% |
| Martin MAR MTLSMLM | 1.12% | 0.38% | 0.38% |
| ARCH Capital GRPACGL | 1.26% | 0.38% | 0.38% |
| First Solar Inc.FSLR | 1.30% | 0.37% | 0.37% |
| CBRE Group Inc.-aCBRE | 1.27% | 0.37% | 0.37% |
| Synchrony FinancSYF | 1.53% | 0.34% | 0.34% |
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: NUMV, SEC Form N-PORT, July 31, 2026; AVMC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | NUMV | AVMC |
|---|---|---|
| Morgan Stanley | $45.8M | $10.2M |
| HighTower Advisors, LLC | $235K | $33.0M |
| LPL Financial LLC | $6.6M | $19.9M |
| Envestnet Asset Management Inc. | $8.0M | $4.1M |
| Commonwealth Equity Services, LLC | $8.2M | $769K |
| Wells Fargo & Company | $8.7M | $17K |
| &Partners | $4.3M | $4.0M |
| Corient Private Wealth LP | $562K | $7.2M |
| LexAurum Advisors, LLC | $455K | $3.8M |
| Commerce Bank | $517K | $3.4M |
| Summit Financial, LLC | $273K | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $1.0M |
| JPMorgan Chase & Co | $2.2M | $15K |
| Farther Finance Advisors, LLC | $947K | $1.2M |
| Goldman Sachs Group Inc. | $690K | $975K |
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: NUMV institutional holders, AVMC institutional holders.
Frequently asked questions
How much do NUMV and AVMC overlap?
17.0% by weight, with 71 holdings in common, using holdings for NUMV as of July 31, 2026 and AVMC as of May 31, 2026. The largest shared position is URI.
Do institutions hold both NUMV and AVMC?
24 Form 13F filers report positions in both, out of 185 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%.