TOPT vs AVUQ overlap
TOPT and AVUQ overlap 54.5% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | TOPT | AVUQ | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 15.49% | 12.09% | 12.09% |
| Apple Inc.AAPL | 13.59% | 11.42% | 11.42% |
| Microsoft Corp.MSFT | 4.94% | 7.20% | 4.94% |
| Broadcom Inc.AVGO | 4.42% | 4.68% | 4.42% |
| Amazon.COM Inc.AMZN | 4.37% | 5.89% | 4.37% |
| META Platforms-aMETA | 4.30% | 4.14% | 4.14% |
| Alphabet Inc.-aGOOGL | 6.70% | 3.03% | 3.03% |
| Alphabet Inc.-CGOOG | 5.34% | 2.42% | 2.42% |
| ADV Micro DeviceAMD | 3.88% | 1.98% | 1.98% |
| ELI Lilly & CoLLY | 3.89% | 1.71% | 1.71% |
| VISA Inc.-Class aV | 2.33% | 1.59% | 1.59% |
| Costco WholesaleCOST | 1.70% | 1.14% | 1.14% |
| Tesla Inc.TSLA | 4.80% | 0.78% | 0.78% |
| Walmart Inc.WMT | 2.04% | 0.43% | 0.43% |
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: TOPT, SEC Form N-PORT, June 30, 2026; AVUQ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TOPT | AVUQ |
|---|---|---|
| LPL Financial LLC | $39.8M | $399K |
| NewEdge Advisors, LLC | $2K | $10.8M |
| Bank of Montreal | $834K | $849K |
| Farther Finance Advisors, LLC | $6K | $57K |
| AE Wealth Management LLC | $2K | $11K |
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: TOPT institutional holders, AVUQ institutional holders.
Frequently asked questions
How much do TOPT and AVUQ overlap?
54.5% by weight, with 14 holdings in common, using holdings for TOPT as of June 30, 2026 and AVUQ as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both TOPT and AVUQ?
5 Form 13F filers report positions in both, out of 127 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%.