XSVM vs AVMC overlap
XSVM and AVMC overlap 0.3% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XSVM: 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 | XSVM | AVMC | Overlap |
|---|---|---|---|
| Jackson FI-aJXN | 0.78% | 0.09% | 0.09% |
| Stonex Group Inc.SNEX | 1.08% | 0.07% | 0.07% |
| Lincoln NATL CRPLNC | 1.86% | 0.07% | 0.07% |
| Virtu Financia-aVIRT | 0.66% | 0.04% | 0.04% |
| Enact Holdings IACT | 0.85% | 0.01% | 0.01% |
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: XSVM, SEC Form N-PORT, July 31, 2026; AVMC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XSVM | AVMC |
|---|---|---|
| LPL Financial LLC | $56.7M | $19.9M |
| Morgan Stanley | $26.4M | $10.2M |
| HighTower Advisors, LLC | $567K | $33.0M |
| Envestnet Asset Management Inc. | $8.3M | $4.1M |
| AE Wealth Management LLC | $45K | $11.3M |
| Osaic Holdings, Inc. | $8.6M | $359K |
| Commonwealth Equity Services, LLC | $8.0M | $769K |
| Independent Advisor Alliance | $205K | $8.1M |
| Northwestern Mutual Wealth Management Co | $7.1M | $359K |
| &Partners | $522K | $4.0M |
| Farther Finance Advisors, LLC | $2.1M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $1.7M | $1.0M |
| Wells Fargo & Company | $2.4M | $17K |
| Goldman Sachs Group Inc. | $988K | $975K |
| Fiduciary Financial Advisors | $478K | $1.1M |
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: XSVM institutional holders, AVMC institutional holders.
Frequently asked questions
How much do XSVM and AVMC overlap?
0.3% by weight, with 5 holdings in common, using holdings for XSVM as of July 31, 2026 and AVMC as of May 31, 2026. The largest shared position is JXN.
Do institutions hold both XSVM and AVMC?
20 Form 13F filers report positions in both, out of 190 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%.