XMVM vs AVMC overlap
XMVM and AVMC overlap 5.5% by weight, across 53 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XMVM: July 31, 2026, AVMC: May 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
| Holding | XMVM | AVMC | Overlap |
|---|---|---|---|
| Permian Resour-aPR | 0.91% | 0.23% | 0.23% |
| TD Synnex Corp.SNX | 1.40% | 0.22% | 0.22% |
| East West BncrpEWBC | 0.89% | 0.21% | 0.21% |
| Wesco IntlWCC | 0.83% | 0.20% | 0.20% |
| Ovintiv Inc.OVV | 1.06% | 0.19% | 0.19% |
| US Foods HoldingUSFD | 1.10% | 0.18% | 0.18% |
| RenaissancereRNR | 1.76% | 0.17% | 0.17% |
| TOLL BrothersTOL | 1.33% | 0.16% | 0.16% |
| ALLY Financial IALLY | 1.49% | 0.15% | 0.15% |
| Tenet HealthcareTHC | 1.91% | 0.15% | 0.15% |
| HF Sinclair Corp.DINO | 2.23% | 0.14% | 0.14% |
| Jones LANG LasalJLL | 1.62% | 0.14% | 0.14% |
| Ryder System Inc.R | 0.78% | 0.14% | 0.14% |
| First Horizon CoFHN | 1.10% | 0.13% | 0.13% |
| Arrow ElectronicARW | 1.72% | 0.13% | 0.13% |
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: XMVM, SEC Form N-PORT, July 31, 2026; AVMC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XMVM | AVMC |
|---|---|---|
| LPL Financial LLC | $44.3M | $19.9M |
| Morgan Stanley | $16.3M | $10.2M |
| Northwestern Mutual Wealth Management Co | $12.6M | $359K |
| AE Wealth Management LLC | $113K | $11.3M |
| Independent Advisor Alliance | $406K | $8.1M |
| Cambridge Investment Research Advisors, Inc. | $5.1M | $1.0M |
| Envestnet Asset Management Inc. | $1.7M | $4.1M |
| Osaic Holdings, Inc. | $4.8M | $359K |
| Equitable Holdings, Inc. | $4.2M | $658K |
| LexAurum Advisors, LLC | $886K | $3.8M |
| Kestra Advisory Services, LLC | $211K | $4.1M |
| Wells Fargo & Company | $3.2M | $17K |
| Commonwealth Equity Services, LLC | $2.0M | $769K |
| Benjamin Edwards Inc. | $249K | $887K |
| Ameritas Advisory Services, LLC | $208K | $721K |
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: XMVM institutional holders, AVMC institutional holders.
Frequently asked questions
How much do XMVM and AVMC overlap?
5.5% by weight, with 53 holdings in common, using holdings for XMVM as of July 31, 2026 and AVMC as of May 31, 2026. The largest shared position is PR.
Do institutions hold both XMVM and AVMC?
19 Form 13F filers report positions in both, out of 162 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%.