IDEV vs AVEM overlap
IDEV and AVEM overlap 0.0% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (IDEV: 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
| Holding | IDEV | AVEM | Overlap |
|---|---|---|---|
| Metlen Energy &MTLN | 0.02% | 0.04% | 0.02% |
| Mobvista Inc.1860 | 0.00% | 0.00% | 0.00% |
| HBM Holdings Ltd.2142 | 0.00% | 0.00% | 0.00% |
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: IDEV, SEC Form N-PORT, July 31, 2026; AVEM, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | IDEV | AVEM |
|---|---|---|
| Bank of America Corp. | $4.6B | $2.8B |
| BlackRock, Inc. | $2.4B | $3.2M |
| Morgan Stanley | $1.3B | $1.1B |
| Savant Capital, LLC | $311.7M | $1.8B |
| Envestnet Asset Management Inc. | $510.4M | $1.6B |
| PNC Financial Services Group, Inc. | $1.7B | $221.5M |
| Creative Planning | $1.7B | $86.0M |
| Ameriprise Financial Inc. | $1.1B | $592.3M |
| Mercer Global Advisors Inc. | $2.6M | $962.1M |
| Wells Fargo & Company | $59.2M | $760.7M |
| Cerity Partners LLC | $567.5M | $246.8M |
| LPL Financial LLC | $183.7M | $569.5M |
| Northwestern Mutual Wealth Management Co | $73.9M | $518.8M |
| JPMorgan Chase & Co | $427.1M | $117.2M |
| Jones Financial Companies LLLP | $1.4M | $504.7M |
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: IDEV institutional holders, AVEM institutional holders.
Frequently asked questions
How much do IDEV and AVEM overlap?
0.0% by weight, with 3 holdings in common, using holdings for IDEV as of July 31, 2026 and AVEM as of May 31, 2026. The largest shared position is MTLN.
Do institutions hold both IDEV and AVEM?
359 Form 13F filers report positions in both, out of 1,390 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%.