SPMD vs AVUV overlap
SPMD and AVUV overlap 9.1% by weight, across 72 shared holdings.
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Top shared holdings
| Holding | SPMD | AVUV | Overlap |
|---|---|---|---|
| Ryder System Inc.R | 0.28% | 0.60% | 0.28% |
| Five BelowFIVE | 0.27% | 0.72% | 0.27% |
| Columbia BankingCOLB | 0.26% | 0.40% | 0.26% |
| Terex Corp.TEX | 0.23% | 0.39% | 0.23% |
| Hanover InsurancTHG | 0.21% | 0.50% | 0.21% |
| Avnet Inc.AVT | 0.20% | 0.86% | 0.20% |
| Kirby Corp.KEX | 0.20% | 0.40% | 0.20% |
| EnersysENS | 0.24% | 0.20% | 0.20% |
| Lantheus HoldingLNTH | 0.20% | 0.70% | 0.20% |
| First American FFAF | 0.19% | 0.26% | 0.19% |
| Valley NATL BANCVLY | 0.19% | 0.27% | 0.19% |
| LEAR Corp.LEA | 0.18% | 0.89% | 0.18% |
| Taylor MorrisonTMHC | 0.18% | 0.43% | 0.18% |
| NOV Inc.NOV | 0.18% | 0.58% | 0.18% |
| Lithia MotorsLAD | 0.18% | 0.29% | 0.18% |
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: SPMD, SEC Form N-PORT, June 30, 2026; AVUV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPMD | AVUV |
|---|---|---|
| Creative Planning | $6.8B | $2.7B |
| LPL Financial LLC | $909.1M | $981.2M |
| Betterment LLC | $1.3B | $23.0M |
| Bank of America Corp. | $585.0M | $431.6M |
| Focus Partners Wealth | $10.6M | $818.8M |
| Morgan Stanley | $263.0M | $425.2M |
| Envestnet Asset Management Inc. | $303.2M | $299.3M |
| Valmark Advisers, Inc. | $479.6M | $848K |
| Northwestern Mutual Wealth Management Co | $129.6M | $326.0M |
| Ameriprise Financial Inc. | $17.4M | $385.7M |
| Wells Fargo & Company | $102.6M | $285.2M |
| Truepoint, Inc. | $349K | $331.1M |
| Raymond James Financial Inc. | $82.7M | $240.7M |
| UBS Group AG | $115.9M | $200.6M |
| HighTower Advisors, LLC | $111.3M | $178.8M |
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: SPMD institutional holders, AVUV institutional holders.
Frequently asked questions
How much do SPMD and AVUV overlap?
9.1% by weight, with 72 holdings in common, using holdings for SPMD as of June 30, 2026 and AVUV as of May 31, 2026. The largest shared position is R.
Do institutions hold both SPMD and AVUV?
387 Form 13F filers report positions in both, out of 1,596 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%.