TUA vs AVSF overlap
TUA and AVSF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: TUA, SEC Form N-PORT, June 30, 2026; AVSF, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | TUA | AVSF |
|---|---|---|
| AE Wealth Management LLC | $41.6M | $58K |
| Envestnet Asset Management Inc. | $1.8M | $27.4M |
| LPL Financial LLC | $8.8M | $7.5M |
| Lloyd Advisory Services, LLC. | $13.9M | $11K |
| Goldman Sachs Group Inc. | $837K | $8.6M |
| Citadel Advisors LLC | $2.9M | $3.6M |
| Commonwealth Equity Services, LLC | $369K | $3.1M |
| MML Investors Services, LLC | $333K | $2.9M |
| Royal Bank of Canada | $1.6M | $333K |
| Farther Finance Advisors, LLC | $470K | $417K |
| Osaic Holdings, Inc. | $260K | $98K |
| UBS Group AG | $2K | $233K |
| Networth Advisors, LLC | $206K | $11K |
| Morgan Stanley | $11K | $139K |
| Mosley Wealth Management | $8K | $7K |
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: TUA institutional holders, AVSF institutional holders.
Frequently asked questions
How much do TUA and AVSF overlap?
0.0% by weight, with 0 holdings in common, using holdings for TUA as of June 30, 2026 and AVSF as of May 31, 2026.
Do institutions hold both TUA and AVSF?
16 Form 13F filers report positions in both, out of 164 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%.