SPVM vs FLCV overlap
SPVM and FLCV overlap 16.2% by weight, across 25 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SPVM: July 31, 2026, FLCV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | SPVM | FLCV | Overlap |
|---|---|---|---|
| Travelers COS inTRV | 1.61% | 2.60% | 1.61% |
| General Motors CGM | 1.78% | 1.02% | 1.02% |
| Marathon PetroleMPC | 1.36% | 0.98% | 0.98% |
| State St Corp.STT | 0.98% | 1.85% | 0.98% |
| Hartford InsuranHIG | 1.44% | 0.96% | 0.96% |
| EOG ResourcesEOG | 0.89% | 1.51% | 0.89% |
| JPMorgan ChaseJPM | 0.86% | 2.28% | 0.86% |
| DUKE Energy Corp.DUK | 0.80% | 1.06% | 0.80% |
| Bank NY MellonBNY | 0.75% | 1.77% | 0.75% |
| Northern TrustNTRS | 0.74% | 1.16% | 0.74% |
| Exxon Mobil Corp.XOM | 0.71% | 0.94% | 0.71% |
| General DynamicsGD | 0.70% | 1.11% | 0.70% |
| Newmont Corp.NEM | 0.66% | 1.05% | 0.66% |
| Southwest AirLUV | 0.93% | 0.63% | 0.63% |
| Verizon CommunicVZ | 1.09% | 0.59% | 0.59% |
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; FLCV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPVM | FLCV |
|---|---|---|
| LPL Financial LLC | $14.4M | $9.4M |
| Steward Partners Investment Advisory, LLC | $2K | $17.4M |
| Raymond James Financial Inc. | $5.7M | $408K |
| Commonwealth Equity Services, LLC | $208K | $1.8M |
| Wealth Enhancement Advisory Services, LLC | $247K | $626K |
| Citadel Advisors LLC | $377K | $426K |
| Wells Fargo & Company | $15K | $51K |
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, FLCV institutional holders.
Frequently asked questions
How much do SPVM and FLCV overlap?
16.2% by weight, with 25 holdings in common, using holdings for SPVM as of July 31, 2026 and FLCV as of May 31, 2026. The largest shared position is TRV.
Do institutions hold both SPVM and FLCV?
7 Form 13F filers report positions in both, out of 51 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%.