SPVM vs FAB overlap
SPVM and FAB overlap 21.7% by weight, across 80 shared holdings.
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Top shared holdings
| Holding | SPVM | FAB | Overlap |
|---|---|---|---|
| ConocophillipsCOP | 0.75% | 0.50% | 0.50% |
| General Motors CGM | 1.78% | 0.50% | 0.50% |
| EOG ResourcesEOG | 0.89% | 0.49% | 0.49% |
| Travelers COS inTRV | 1.61% | 0.49% | 0.49% |
| Allstate Corp.ALL | 1.82% | 0.48% | 0.48% |
| Verizon CommunicVZ | 1.09% | 0.48% | 0.48% |
| Hartford InsuranHIG | 1.44% | 0.46% | 0.46% |
| EQT Corp.EQT | 1.19% | 0.43% | 0.43% |
| Phillips 66PSX | 1.47% | 0.43% | 0.43% |
| Walt Disney Co/TDIS | 0.94% | 0.43% | 0.43% |
| Synchrony FinancSYF | 1.40% | 0.43% | 0.43% |
| Eversource EnergES | 1.07% | 0.43% | 0.43% |
| Edison IntlEIX | 1.45% | 0.42% | 0.42% |
| T Rowe Price GRPTROW | 1.01% | 0.42% | 0.42% |
| Valero EnergyVLO | 1.32% | 0.41% | 0.41% |
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: SPVM, SEC Form N-PORT, July 31, 2026; FAB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPVM | FAB |
|---|---|---|
| LPL Financial LLC | $14.4M | $7.9M |
| Raymond James Financial Inc. | $5.7M | $6.7M |
| Morgan Stanley | $946K | $6.2M |
| Osaic Holdings, Inc. | $798K | $4.4M |
| Wells Fargo & Company | $15K | $4.6M |
| Citadel Advisors LLC | $377K | $3.5M |
| Royal Bank of Canada | $48K | $3.7M |
| Jones Financial Companies LLLP | $2.4M | $734K |
| Harbour Investments, Inc. | $1.6M | $947K |
| Susquehanna International Group, LLP | $1.5M | $951K |
| Commonwealth Equity Services, LLC | $208K | $1.6M |
| IFG Advisory, LLC | $1.1M | $198K |
| Envestnet Asset Management Inc. | $276K | $738K |
| NewEdge Advisors, LLC | $340K | $32K |
| Clearstead Advisors, LLC | $30K | $235K |
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: SPVM institutional holders, FAB institutional holders.
Frequently asked questions
How much do SPVM and FAB overlap?
21.7% by weight, with 80 holdings in common, using holdings for SPVM as of July 31, 2026 and FAB as of July 31, 2026. The largest shared position is COP.
Do institutions hold both SPVM and FAB?
19 Form 13F filers report positions in both, out of 84 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%.