SFY vs AVGE overlap
SFY and AVGE 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: SFY, SEC Form N-PORT, May 31, 2026; AVGE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SFY | AVGE |
|---|---|---|
| LPL Financial LLC | $5.3M | $9.3M |
| IEQ Capital, LLC | $662K | $9.9M |
| Creative Planning | $224K | $942K |
| Farther Finance Advisors, LLC | $83K | $1.1M |
| AE Wealth Management LLC | $49K | $692K |
| JPMorgan Chase & Co | $206K | $316K |
| Osaic Holdings, Inc. | $65K | $317K |
| NewEdge Advisors, LLC | $321K | $36K |
| Morgan Stanley | $304K | $527 |
| Vanguard Advisers Inc. | $283K | $22K |
| Royal Bank of Canada | $26K | $39K |
| Wells Fargo & Company | $7K | $55K |
| Fiduciary Financial Advisors | $149 | $18K |
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: SFY institutional holders, AVGE institutional holders.
Frequently asked questions
How much do SFY and AVGE overlap?
0.0% by weight, with 0 holdings in common, using holdings for SFY as of May 31, 2026 and AVGE as of May 31, 2026.
Do institutions hold both SFY and AVGE?
13 Form 13F filers report positions in both, out of 207 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%.