RODM vs AVES overlap
RODM and AVES overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RODM: July 31, 2026, AVES: 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
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: RODM, SEC Form N-PORT, July 31, 2026; AVES, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RODM | AVES |
|---|---|---|
| Cerity Partners LLC | $208.7M | $465K |
| Envestnet Asset Management Inc. | $2.5M | $147.7M |
| Morgan Stanley | $130.7M | $249K |
| Bank of America Corp. | $103.4M | $8.8M |
| Pathstone Holdings, LLC | $71.8M | $19.7M |
| LPL Financial LLC | $43.7M | $5.1M |
| Mariner, LLC | $38.1M | $5.3M |
| UBS Group AG | $31.2M | $1K |
| Jones Financial Companies LLLP | $16.8M | $2.5M |
| Captrust Financial Advisors | $17.1M | $286K |
| HighTower Advisors, LLC | $842K | $16.2M |
| Royal Bank of Canada | $9.5M | $24K |
| MML Investors Services, LLC | $639K | $8.5M |
| Farther Finance Advisors, LLC | $229K | $7.5M |
| Clearstead Advisors, LLC | $7.2M | $340K |
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: RODM institutional holders, AVES institutional holders.
Frequently asked questions
How much do RODM and AVES overlap?
0.0% by weight, with 0 holdings in common, using holdings for RODM as of July 31, 2026 and AVES as of May 31, 2026.
Do institutions hold both RODM and AVES?
40 Form 13F filers report positions in both, out of 275 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%.