SUSL vs AOA overlap
SUSL and AOA overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SUSL: May 31, 2026, AOA: July 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
These funds hold nothing in common.
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: SUSL, SEC Form N-PORT, May 31, 2026; AOA, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SUSL | AOA |
|---|---|---|
| Mercer Global Advisors Inc. | $90.5M | $934K |
| FMR LLC | $64.4M | $1.1M |
| JPMorgan Chase & Co | $55.7M | $6.6M |
| Royal Bank of Canada | $50.6M | $6.8M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $30.1M |
| LPL Financial LLC | $5.5M | $24.1M |
| Wealth Enhancement Advisory Services, LLC | $26.6M | $2.4M |
| Creative Planning | $26.4M | $2.2M |
| Allworth Financial LP | $25.7M | $2.9M |
| Wells Fargo & Company | $1.9M | $18.0M |
| Bank of America Corp. | $8.6M | $10.0M |
| Morgan Stanley | $392K | $14.5M |
| Commonwealth Equity Services, LLC | $6.5M | $7.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | $11.5M | $2.2M |
| OneDigital Investment Advisors LLC | $10.3M | $2.0M |
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: SUSL institutional holders, AOA institutional holders.
Frequently asked questions
How much do SUSL and AOA overlap?
0.0% by weight, with 0 holdings in common, using holdings for SUSL as of May 31, 2026 and AOA as of July 31, 2026.
Do institutions hold both SUSL and AOA?
94 Form 13F filers report positions in both, out of 522 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%.