CVLC vs ALLW overlap
CVLC and ALLW 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: CVLC, SEC Form N-PORT, June 30, 2026; ALLW, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | CVLC | ALLW |
|---|---|---|
| AE Wealth Management LLC | $31K | $71.0M |
| Bank of America Corp. | $350K | $62.7M |
| Commonwealth Equity Services, LLC | $52.8M | $8.7M |
| Focus Partners Wealth | $15.8M | $739K |
| Cambridge Investment Research Advisors, Inc. | $914K | $12.8M |
| Raymond James Financial Inc. | $11.3M | $2.3M |
| Mariner, LLC | $911K | $11.9M |
| Atria Investments, Inc | $4.3M | $6.5M |
| Private Advisor Group, LLC | $2.1M | $3.7M |
| Osaic Holdings, Inc. | $906K | $4.7M |
| Harbour Investments, Inc. | $1.4M | $3.0M |
| Kestra Advisory Services, LLC | $1.9M | $1.9M |
| Northwestern Mutual Wealth Management Co | $3.4M | $48K |
| Envestnet Asset Management Inc. | $800K | $2.7M |
| Beacon Pointe Advisors, LLC | $3.0M | $355K |
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: CVLC institutional holders, ALLW institutional holders.
Frequently asked questions
How much do CVLC and ALLW overlap?
0.0% by weight, with 0 holdings in common, using holdings for CVLC as of June 30, 2026 and ALLW as of July 31, 2026.
Do institutions hold both CVLC and ALLW?
26 Form 13F filers report positions in both, out of 226 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%.