TMV vs AVGX overlap
8 institutions report holding both TMV and AVGX.
TMVAVGX
Pick 2 to 4 ETFs.
We don’t have holdings for TMV. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
8
institutions report holding both, of 29 holding any
TMV15.7% of its 13F dollars, 34.8% of its 23 holders
AVGX85.3% of its 13F dollars, 57.1% of its 14 holders
Largest institutions holding both
| Firm | TMV | AVGX |
|---|---|---|
| Citadel Advisors LLC | $564K | $12.7M |
| UBS Group AG | $222 | $4.7M |
| Jane Street Group, LLC | $1.5M | $2.0M |
| Jump Financial, LLC | $849K | $992K |
| Optiver Holding B.V. | $269K | $1.4M |
| Group One Trading LLC | $270K | $1.3M |
| Belvedere Trading LLC | $905K | $302K |
| Simplex Trading, LLC | $4K | $255K |
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: TMV institutional holders, AVGX institutional holders.
Frequently asked questions
Do institutions hold both TMV and AVGX?
8 Form 13F filers report positions in both, out of 29 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%.