SNPE vs AVLC overlap
SNPE and AVLC overlap 51.9% by weight, across 304 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SNPE | AVLC | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 12.89% | 5.25% | 5.25% |
| Microsoft Corp.MSFT | 8.40% | 4.15% | 4.15% |
| Micron TechMU | 2.75% | 2.41% | 2.41% |
| Alphabet Inc.-aGOOGL | 5.56% | 2.18% | 2.18% |
| Alphabet Inc.-CGOOG | 4.43% | 1.66% | 1.66% |
| LAM ResearchLRCX | 1.00% | 0.94% | 0.94% |
| Caterpillar Inc.CAT | 1.02% | 0.88% | 0.88% |
| ELI Lilly & CoLLY | 2.20% | 0.86% | 0.86% |
| Applied MaterialAMAT | 0.90% | 0.71% | 0.71% |
| Costco WholesaleCOST | 1.07% | 0.70% | 0.70% |
| VISA Inc.-Class aV | 1.38% | 0.68% | 0.68% |
| Merck & CoMRK | 0.74% | 0.66% | 0.66% |
| Walmart Inc.WMT | 1.27% | 0.62% | 0.62% |
| Intel Corp.INTC | 1.35% | 0.59% | 0.59% |
| KLA Corp.KLAC | 0.63% | 0.54% | 0.54% |
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: SNPE, SEC Form N-PORT, May 29, 2026; AVLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SNPE | AVLC |
|---|---|---|
| JPMorgan Chase & Co | $200.2M | $32.0M |
| LPL Financial LLC | $36.3M | $38.0M |
| Envestnet Asset Management Inc. | $4.2M | $63.6M |
| WCG Wealth Advisors LLC | $54.5M | $2.1M |
| Allworth Financial LP | $2.4M | $29.1M |
| AE Wealth Management LLC | $107K | $16.2M |
| Northwestern Mutual Wealth Management Co | $7.9M | $1.1M |
| MAI Capital Management | $6.5M | $1.9M |
| Susquehanna International Group, LLP | $721K | $3.2M |
| Rockefeller Capital Management L.P. | $332K | $2.7M |
| Kestra Advisory Services, LLC | $984K | $1.8M |
| Savvy Advisors, Inc. | $1.6M | $204K |
| Cambridge Investment Research Advisors, Inc. | $606K | $1.0M |
| Flow Traders U.S. LLC | $816K | $668K |
| Corient Private Wealth LP | $234K | $1.1M |
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: SNPE institutional holders, AVLC institutional holders.
Frequently asked questions
How much do SNPE and AVLC overlap?
51.9% by weight, with 304 holdings in common, using holdings for SNPE as of May 29, 2026 and AVLC as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both SNPE and AVLC?
21 Form 13F filers report positions in both, out of 221 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%.