RODM vs AVIV overlap
RODM and AVIV overlap 27.3% by weight, across 169 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RODM: July 31, 2026, AVIV: 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 | RODM | AVIV | Overlap |
|---|---|---|---|
| Toronto-DOM BankTD | 1.14% | 1.04% | 1.04% |
| Roper TechnologiROP | 0.90% | 1.71% | 0.90% |
| ASML Holding-NYASML | 1.08% | 0.89% | 0.89% |
| GSK PLCGSK | 0.85% | 1.12% | 0.85% |
| Bank of Nova SCOBNS | 0.98% | 0.72% | 0.72% |
| Totalenergies SETTE | 0.67% | 0.86% | 0.67% |
| Allianz SE-REGALIZF | 0.67% | 1.03% | 0.67% |
| CAN IMPL BK COMMCM | 0.70% | 0.65% | 0.65% |
| Repsol SAREP | 0.62% | 0.91% | 0.62% |
| Royal Bank of CARY | 1.22% | 0.60% | 0.60% |
| Next PLCNXT | 0.84% | 0.54% | 0.54% |
| Suncor EnergySU | 0.53% | 0.85% | 0.53% |
| Holcim Ltd.HCMLF | 0.49% | 0.45% | 0.45% |
| Tesco PLCTSCO | 0.45% | 0.47% | 0.45% |
| DHL GroupDHL | 0.42% | 0.55% | 0.42% |
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; AVIV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RODM | AVIV |
|---|---|---|
| Cerity Partners LLC | $208.7M | $661K |
| Bank of America Corp. | $103.4M | $67.1M |
| Morgan Stanley | $130.7M | $372K |
| WCG Wealth Advisors LLC | $71.7M | $2.1M |
| Pathstone Holdings, LLC | $71.8M | $1.3M |
| LPL Financial LLC | $43.7M | $27.4M |
| IAG Wealth Partners, LLC | $4.7M | $52.1M |
| Jones Financial Companies LLLP | $16.8M | $35.5M |
| Northwestern Mutual Wealth Management Co | $757K | $46.2M |
| Raymond James Financial Inc. | $37.4M | $2.3M |
| UBS Group AG | $31.2M | $13K |
| Ameriprise Financial Inc. | $19.6M | $679K |
| Private Advisor Group, LLC | $17.7M | $470K |
| Mercer Global Advisors Inc. | $350K | $13.4M |
| Jane Street Group, LLC | $4.0M | $7.0M |
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, AVIV institutional holders.
Frequently asked questions
How much do RODM and AVIV overlap?
27.3% by weight, with 169 holdings in common, using holdings for RODM as of July 31, 2026 and AVIV as of May 31, 2026. The largest shared position is TD.
Do institutions hold both RODM and AVIV?
43 Form 13F filers report positions in both, out of 280 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%.