SPYX vs AVLC overlap
SPYX and AVLC overlap 73.0% by weight, across 451 shared holdings.
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Top shared holdings
| Holding | SPYX | AVLC | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 6.82% | 5.35% | 5.35% |
| Nvidia Corp.NVDA | 7.78% | 5.25% | 5.25% |
| Microsoft Corp.MSFT | 4.45% | 4.15% | 4.15% |
| Amazon.COM Inc.AMZN | 3.74% | 3.93% | 3.74% |
| Broadcom Inc.AVGO | 2.87% | 2.21% | 2.21% |
| Alphabet Inc.-aGOOGL | 3.36% | 2.18% | 2.18% |
| Micron TechMU | 2.09% | 2.41% | 2.09% |
| META Platforms-aMETA | 1.98% | 2.14% | 1.98% |
| Alphabet Inc.-CGOOG | 2.68% | 1.66% | 1.66% |
| JPMorgan ChaseJPM | 1.41% | 1.13% | 1.13% |
| ADV Micro DeviceAMD | 1.52% | 0.88% | 0.88% |
| LAM ResearchLRCX | 0.87% | 0.94% | 0.87% |
| ELI Lilly & CoLLY | 1.52% | 0.86% | 0.86% |
| Tesla Inc.TSLA | 1.90% | 0.80% | 0.80% |
| Caterpillar Inc.CAT | 0.79% | 0.88% | 0.79% |
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: SPYX, SEC Form N-PORT, June 30, 2026; AVLC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPYX | AVLC |
|---|---|---|
| Betterment LLC | $121.1M | $1.4M |
| LPL Financial LLC | $30.5M | $38.0M |
| Envestnet Asset Management Inc. | $2.0M | $63.6M |
| JPMorgan Chase & Co | $1.7M | $32.0M |
| Allworth Financial LP | $138K | $29.1M |
| OneDigital Investment Advisors LLC | $2.0M | $20.7M |
| Cambridge Investment Research Advisors, Inc. | $18.9M | $1.0M |
| Financial Insights, Inc. | $438K | $18.6M |
| Cresset Asset Management, LLC | $1.1M | $15.7M |
| AE Wealth Management LLC | $56K | $16.2M |
| HighTower Advisors, LLC | $3.0M | $12.2M |
| Commonwealth Equity Services, LLC | $9.5M | $5.0M |
| Seeds Investor LLC | $10.6M | $2.6M |
| Rockefeller Capital Management L.P. | $9.8M | $2.7M |
| MML Investors Services, LLC | $1.6M | $9.1M |
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: SPYX institutional holders, AVLC institutional holders.
Frequently asked questions
How much do SPYX and AVLC overlap?
73.0% by weight, with 451 holdings in common, using holdings for SPYX as of June 30, 2026 and AVLC as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both SPYX and AVLC?
37 Form 13F filers report positions in both, out of 347 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%.