EFV vs AVEM overlap
EFV and AVEM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (EFV: July 31, 2026, AVEM: 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: EFV, SEC Form N-PORT, July 31, 2026; AVEM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | EFV | AVEM |
|---|---|---|
| Envestnet Asset Management Inc. | $2.5B | $1.6B |
| Bank of America Corp. | $732.7M | $2.8B |
| Savant Capital, LLC | $118.3M | $1.8B |
| Morgan Stanley | $706.9M | $1.1B |
| LPL Financial LLC | $1.0B | $569.5M |
| FMR LLC | $1.3B | $65.9M |
| US Bancorp | $1.1B | $358K |
| Jones Financial Companies LLLP | $574.2M | $504.7M |
| Mercer Global Advisors Inc. | $63.8M | $962.1M |
| JPMorgan Chase & Co | $828.0M | $117.2M |
| Ameriprise Financial Inc. | $347.3M | $592.3M |
| Wells Fargo & Company | $168.0M | $760.7M |
| Northwestern Mutual Wealth Management Co | $140.1M | $518.8M |
| PNC Financial Services Group, Inc. | $221.4M | $221.5M |
| Raymond James Financial Inc. | $159.8M | $267.6M |
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: EFV institutional holders, AVEM institutional holders.
Frequently asked questions
How much do EFV and AVEM overlap?
0.0% by weight, with 0 holdings in common, using holdings for EFV as of July 31, 2026 and AVEM as of May 31, 2026.
Do institutions hold both EFV and AVEM?
525 Form 13F filers report positions in both, out of 1,731 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%.