XYLD vs AVES overlap
XYLD and AVES overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (XYLD: July 31, 2026, AVES: 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
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: XYLD, SEC Form N-PORT, July 31, 2026; AVES, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | XYLD | AVES |
|---|---|---|
| Envestnet Asset Management Inc. | $26.4M | $147.7M |
| Morgan Stanley | $167.0M | $249K |
| LPL Financial LLC | $142.9M | $5.1M |
| Bank of America Corp. | $96.1M | $8.8M |
| Osaic Holdings, Inc. | $42.1M | $228K |
| Wells Fargo & Company | $38.7M | $4K |
| UBS Group AG | $35.2M | $1K |
| MML Investors Services, LLC | $9.2M | $8.5M |
| Cambridge Investment Research Advisors, Inc. | $16.6M | $555K |
| Royal Bank of Canada | $9.6M | $24K |
| Stifel Financial Corp. | $7.6M | $905K |
| Northwestern Mutual Wealth Management Co | $2.6M | $5.6M |
| Farther Finance Advisors, LLC | $51K | $7.5M |
| Susquehanna International Group, LLP | $956K | $6.3M |
| Park Avenue Securities LLC | $838K | $6.1M |
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: XYLD institutional holders, AVES institutional holders.
Frequently asked questions
How much do XYLD and AVES overlap?
0.0% by weight, with 0 holdings in common, using holdings for XYLD as of July 31, 2026 and AVES as of May 31, 2026.
Do institutions hold both XYLD and AVES?
54 Form 13F filers report positions in both, out of 404 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%.