SCHY vs AVNM overlap
SCHY and AVNM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: SCHY, SEC Form N-PORT, May 31, 2026; AVNM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SCHY | AVNM |
|---|---|---|
| Commonwealth Equity Services, LLC | $5.9M | $67.8M |
| LPL Financial LLC | $17.6M | $18.5M |
| Osaic Holdings, Inc. | $19.5M | $5.7M |
| Envestnet Asset Management Inc. | $7.0M | $13.2M |
| Truist Financial Corp. | $213K | $15.9M |
| Cerity Partners LLC | $789K | $12.9M |
| AQR Capital Management LLC | $758K | $5.3M |
| Royal Bank of Canada | $3.5M | $1.0M |
| Savant Capital, LLC | $2.2M | $632K |
| Farther Finance Advisors, LLC | $2.1M | $509K |
| Morgan Stanley | $1.2M | $9K |
| AE Wealth Management LLC | $158K | $954K |
| NewEdge Advisors, LLC | $1.1M | $4K |
| Focus Partners Wealth | $278K | $309K |
| UBS Group AG | $445K | $32K |
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: SCHY institutional holders, AVNM institutional holders.
Frequently asked questions
How much do SCHY and AVNM overlap?
0.0% by weight, with 0 holdings in common, using holdings for SCHY as of May 31, 2026 and AVNM as of May 31, 2026.
Do institutions hold both SCHY and AVNM?
20 Form 13F filers report positions in both, out of 253 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%.