Institutional Portfolio Overlap & Shared Holdings
Compare institutional investor portfolios using publicly disclosed SEC Form 13F filings tracked by InsiderSet. Analyze shared holdings, overlapping sector exposure, consensus smart money positions, portfolio concentration, and estimated current values across major hedge funds and institutional asset managers.
Sector portfolio overlap
Explore shared holdings and top overlapping superinvestor pairs within a sector.
Sequoia Financial Advisors & Matrix Advisors Value Fund Portfolio Overlap
Shared 13F holdings between Sequoia Financial Advisors and Matrix Advisors Value Fund based on latest reported SEC filings (the quarter ended March 31, 2026).
Overlap Score
40
Limited overlap
Shared Holdings
97 shared positions across both portfolios (1832 holdings for Sequoia Financial Advisors, 104 for Matrix Advisors Value Fund).
| Stock | Sequoia Financial Advisors value | Matrix Advisors Value Fund value | Combined value | Conviction | Est. current value | Sector |
|---|---|---|---|---|---|---|
| VTI Vanguard Total Stock Market ETF | $1.22B | $1.01M | $1.22B | 3.5% | $1.40B | — |
| AAPL Apple Inc. | $492.48M | $38.90M | $531.38M | 3.2% | $646.20M | Technology |
| NVDA NVIDIA Corporation | $467.38M | $1.37M | $468.75M | 1.4% | $523.66M | Technology |
| VONG Vanguard Russell 1000 Growth ET | $381.93M | $669,109 | $382.60M | 1.1% | $435.10M | — |
| MSFT Microsoft Corporation | $308.27M | $63.43M | $371.71M | 3.8% | $392.11M | Technology |
| AMZN Amazon.com, Inc. | $233.00M | $28.21M | $261.21M | 2.0% | $304.35M | Consumer Cyclical |
| GOOG Alphabet Inc. | $216.08M | $41.27M | $257.35M | 2.5% | $319.54M | Communication Services |
| GLD SPDR Gold Trust | $201.90M | $423,405 | $202.32M | 0.6% | $177.79M | — |
| AVGO Broadcom Inc. | $198.14M | $340,151 | $198.48M | 0.6% | $231.14M | Technology |
| META Meta Platforms, Inc. | $150.96M | $18.85M | $169.80M | 1.3% | $173.00M | Communication Services |
| VTV Vanguard Value ETF | $153.29M | $5.78M | $159.07M | 0.7% | $177.69M | — |
| VUG Vanguard Growth ETF | $150.90M | $1.44M | $152.34M | 0.5% | $29.82M | — |
| JPM JP Morgan Chase & Co. | $110.21M | $39.57M | $149.79M | 2.1% | $170.32M | Financial Services |
| GS Goldman Sachs Group, Inc. (The) | $124.41M | $21.45M | $145.86M | 1.3% | $176.03M | Financial Services |
| GOOGL Alphabet Inc. | $136.18M | $1.13M | $137.31M | 0.4% | $171.86M | Communication Services |
| LLY Eli Lilly and Company | $131.81M | $285,592 | $132.09M | 0.4% | $174.34M | Healthcare |
| BRK-B Berkshire Hathaway Inc. New | $121.01M | $5.56M | $126.57M | 0.6% | — | Financial Services |
| XOM Exxon Mobil Corporation | $118.92M | $651,791 | $119.57M | 0.4% | $96.62M | Energy |
| WMT Walmart Inc. | $101.05M | $396,585 | $101.44M | 0.3% | $91.29M | Consumer Defensive |
| COST Costco Wholesale Corporation | $96.93M | $556,568 | $97.48M | 0.3% | $93.11M | Consumer Defensive |
| IJR iShares Core S&P Small-Cap ETF | $87.70M | $8.45M | $96.14M | 0.6% | $113.29M | — |
| AMGN Amgen Inc. | $58.23M | $35.12M | $93.35M | 1.8% | $99.27M | Healthcare |
| HD Home Depot, Inc. (The) | $72.04M | $16.98M | $89.02M | 1.0% | $96.87M | Consumer Cyclical |
| MS Morgan Stanley | $44.67M | $39.18M | $83.85M | 1.9% | $109.00M | Financial Services |
| V Visa Inc. | $80.33M | $347,368 | $80.68M | 0.2% | $96.67M | Financial Services |
| VIG Vanguard Div Appreciation ETF | $77.74M | $702,706 | $78.44M | 0.3% | $87.03M | — |
| VEA Vanguard FTSE Developed Markets | $61.29M | $16.72M | $78.01M | 0.9% | $86.20M | — |
| IVV iShares Core S&P 500 ETF | $62.86M | $2.15M | $65.00M | 0.3% | $74.48M | — |
| QQQ Invesco QQQ Trust, Series 1 | $61.19M | $844,711 | $62.03M | 0.2% | $76.59M | — |
| ETN Eaton | $58.77M | $308,312 | $59.08M | 0.2% | $65.83M | — |
| VOO Vanguard S&P 500 ETF | $38.14M | $18.20M | $56.34M | 0.9% | $64.57M | — |
| PEP Pepsico, Inc. | $18.69M | $37.47M | $56.16M | 1.8% | $52.15M | Consumer Defensive |
| PG Procter & Gamble Company (The) | $48.53M | $7.35M | $55.89M | 0.5% | $58.59M | Consumer Defensive |
| QCOM QUALCOMM Incorporated | $18.03M | $36.99M | $55.02M | 1.7% | $75.31M | Technology |
| BAC Bank of America Corporation | $48.10M | $2.69M | $50.79M | 0.3% | $61.18M | Financial Services |
| JNJ Johnson & Johnson | $47.53M | $396,482 | $47.93M | 0.2% | $51.58M | Healthcare |
| USB U.S. Bancorp | $8.55M | $36.88M | $45.43M | 1.7% | $53.92M | Financial Services |
| MCD McDonald's Corporation | $44.65M | $339,927 | $44.99M | 0.1% | $40.63M | Consumer Cyclical |
| PNC PNC Financial Services Group, I | $4.36M | $39.83M | $44.19M | 1.8% | $52.98M | Financial Services |
| CMCSA Comcast Corporation | $17.16M | $25.95M | $43.12M | 1.2% | $35.73M | Communication Services |
| IJH iShares Core S&P Mid-Cap ETF | $40.83M | $346,091 | $41.18M | 0.1% | $46.40M | — |
| WFC Wells Fargo & Company | $23.80M | $17.23M | $41.03M | 0.9% | $44.07M | Financial Services |
| ACN Accenture plc | $32.49M | $6.54M | $39.03M | 0.4% | $27.04M | Technology |
| NEE NextEra Energy, Inc. | $13.46M | $24.59M | $38.05M | 1.2% | $36.19M | Utilities |
| TXN Texas Instruments Incorporated | $10.70M | $26.84M | $37.54M | 1.3% | $56.67M | Technology |
| AMAT Applied Materials, Inc. | $17.47M | $20.01M | $37.47M | 1.0% | $66.12M | Technology |
| MDT Medtronic | $4.29M | $32.55M | $36.84M | 1.5% | $35.37M | — |
| BK The Bank of New York Mellon Cor | $7.72M | $29.01M | $36.73M | 1.4% | $42.47M | Financial Services |
| AEP American Electric Power Company | $16.69M | $19.50M | $36.19M | 0.9% | $38.24M | Utilities |
| MRK Merck & Company, Inc. | $35.73M | $201,005 | $35.93M | 0.1% | $38.70M | Healthcare |
| PLTR Palantir Technologies Inc. | $34.65M | $338,346 | $34.99M | 0.1% | $30.93M | Technology |
| LMT Lockheed Martin Corporation | $12.78M | $19.98M | $32.76M | 1.0% | $29.59M | Industrials |
| ABBV AbbVie Inc. | $19.68M | $8.52M | $28.20M | 0.4% | $33.84M | Healthcare |
| IWB iShares Russell 1000 ETF | $26.65M | $248,781 | $26.89M | 0.1% | $30.83M | — |
| LOW Lowe's Companies, Inc. | $11.01M | $15.37M | $26.38M | 0.7% | $25.40M | Consumer Cyclical |
| TSN Tyson Foods, Inc. | $1.82M | $24.04M | $25.85M | 1.1% | $23.76M | Consumer Defensive |
| SBUX Starbucks Corporation | $4.26M | $19.94M | $24.20M | 0.9% | $28.17M | Consumer Cyclical |
| IWF iShares Russell 1000 Growth ETF | $12.41M | $11.41M | $23.82M | 0.6% | $6.77M | — |
| GNRC Generac Holdlings Inc. | $1.19M | $22.05M | $23.23M | 1.0% | $30.05M | Industrials |
| VYM Vanguard High Dividend Yield ET | $7.63M | $15.42M | $23.05M | 0.7% | $24.82M | — |
| TGT Target Corporation | $5.14M | $17.43M | $22.57M | 0.8% | $24.24M | Consumer Defensive |
| FDX FedEx Corporation | $5.51M | $15.71M | $21.22M | 0.7% | $18.64M | Industrials |
| AXP American Express Company | $18.28M | $906,232 | $19.18M | 0.1% | $22.32M | Financial Services |
| TMO Thermo Fisher Scientific Inc | $7.77M | $11.08M | $18.85M | 0.5% | $20.08M | Healthcare |
| MTB M&T Bank Corporation | $1.78M | $16.28M | $18.06M | 0.8% | $20.88M | Financial Services |
| VWO Vanguard FTSE Emerging Markets | $14.37M | $2.44M | $16.81M | 0.2% | $18.36M | — |
| XLK SPDR Select Sector Fund - Techn | $15.50M | $307,804 | $15.80M | 0.1% | $21.47M | — |
| PYPL PayPal Holdings, Inc. | $2.35M | $12.09M | $14.43M | 0.6% | $14.51M | Financial Services |
| IWM iShares Russell 2000 ETF | $11.75M | $2.55M | $14.30M | 0.2% | $17.16M | — |
| SCHD Schwab US Dividend Equity ETF | $11.79M | $200,052 | $11.99M | 0.0% | $12.66M | — |
| INTU Intuit Inc. | $9.63M | $1.60M | $11.23M | 0.1% | $7.15M | Technology |
| IWR iShares Russell Mid-Cap ETF | $4.20M | $5.79M | $9.99M | 0.3% | $11.34M | — |
| EFA iShares MSCI EAFE ETF | $8.10M | $1.44M | $9.55M | 0.1% | $10.26M | — |
| TEL TE Connectivity | $2.37M | $6.83M | $9.19M | 0.3% | $8.69M | — |
| NKE Nike, Inc. | $1.47M | $7.01M | $8.49M | 0.3% | $7.08M | Consumer Cyclical |
| IEMG iShares Core MSCI Emerging Mark | $7.92M | $290,313 | $8.21M | 0.0% | $9.39M | — |
| STZ Constellation Brands, Inc. | $719,498 | $6.94M | $7.66M | 0.3% | $7.02M | Consumer Defensive |
| VB Vanguard Small-Cap ETF | $7.21M | $300,866 | $7.51M | 0.0% | $8.62M | — |
| IWD iShares Russell 1000 Value ETF | $5.67M | $1.35M | $7.02M | 0.1% | $8.11M | — |
| VO Vanguard Mid-Cap ETF | $4.02M | $2.21M | $6.23M | 0.1% | $1.75M | — |
| APH Amphenol Corporation | $5.84M | $386,126 | $6.23M | 0.0% | $8.11M | Technology |
| CL Colgate-Palmolive Company | $5.52M | $203,103 | $5.72M | 0.0% | $6.39M | Consumer Defensive |
| MPC Marathon Petroleum Corporation | $5.18M | $208,530 | $5.39M | 0.0% | $5.87M | Energy |
| AON Aon Plc | $5.13M | $209,161 | $5.34M | 0.0% | $5.92M | Financial Services |
| ADP Automatic Data Processing, Inc. | $2.46M | $2.76M | $5.22M | 0.1% | $6.23M | Technology |
| MDY SPDR S&P MidCap 400 ETF Trust | $1.43M | $3.69M | $5.12M | 0.2% | $5.75M | — |
| COF Capital One Financial Corporati | $4.17M | $579,763 | $4.75M | 0.0% | $5.34M | Financial Services |
| DHR Danaher Corporation | $4.28M | $320,993 | $4.60M | 0.0% | $4.80M | Healthcare |
| CVS CVS Health Corporation | $3.89M | $443,489 | $4.33M | 0.0% | $6.31M | Healthcare |
| SPYG SPDR Series Trust SPDR Portfoli | $3.47M | $298,332 | $3.77M | 0.0% | $4.51M | — |
| SDY SPDR S&P Dividend ETF | $3.17M | $552,006 | $3.72M | 0.0% | $3.97M | — |
| AFL AFLAC Incorporated | $2.95M | $686,051 | $3.63M | 0.0% | $4.00M | Financial Services |
| IWN iShares Russell 2000 Value ETF | $2.72M | $334,626 | $3.05M | 0.0% | $3.56M | — |
| NUE Nucor Corporation | $2.01M | $315,879 | $2.32M | 0.0% | $3.03M | Basic Materials |
| ESGD iShares ESG Aware MSCI EAFE ETF | $1.48M | $569,991 | $2.05M | 0.0% | $2.22M | — |
| QQQM Invesco NASDAQ 100 ETF | $1.38M | $250,451 | $1.63M | 0.0% | $2.01M | — |
| ASTS AST SpaceMobile, Inc. | $363,717 | $445,841 | $809,558 | 0.0% | $831,635 | Technology |
Largest Shared Position
Vanguard Total Stock Market ETF (VTI) represents the largest overlapping position between Sequoia Financial Advisors and Matrix Advisors Value Fund based on the latest reported SEC Form 13F filings for the quarter ended March 31, 2026. The combined disclosed value of VTI positions reported by both investment firms is approximately $1.22B, reflecting overlapping institutional exposure to Vanguard Total Stock Market ETF.
Shared Sector Exposure
| Sector | Combined value | Shared holdings |
|---|---|---|
| Other | $2.90B | EFA, ESGD, ETN, GLD, IEMG, IJH, IJR, IVV, IWB, IWD, IWF, IWM, IWN, IWR, MDT, MDY, QQQ, QQQM, SCHD, SDY, SPYG, TEL, VB, VEA, VIG, VO, VONG, VOO, VTI, VTV, VUG, VWO, VYM, XLK |
| Technology | $1.80B | AAPL, ACN, ADP, AMAT, APH, ASTS, AVGO, INTU, MSFT, NVDA, PLTR, QCOM, TXN |
| Financial Services | $870.33M | AFL, AON, AXP, BAC, BK, BRK-B, COF, GS, JPM, MS, MTB, PNC, PYPL, USB, V, WFC |
| Communication Services | $607.58M | CMCSA, GOOG, GOOGL, META |
| Consumer Cyclical | $454.30M | AMZN, HD, LOW, MCD, NKE, SBUX |
| Consumer Defensive | $372.78M | CL, COST, PEP, PG, STZ, TGT, TSN, WMT |
| Healthcare | $365.28M | ABBV, AMGN, CVS, DHR, JNJ, LLY, MRK, TMO |
| Energy | $124.96M | MPC, XOM |
| Industrials | $77.21M | FDX, GNRC, LMT |
| Utilities | $74.23M | AEP, NEE |
| Basic Materials | $2.32M | NUE |
Consensus Smart Money Signals
Shared holdings between Sequoia Financial Advisors and Matrix Advisors Value Fund may indicate overlapping long-term investment themes or broader smart money consensus toward specific companies and sectors. SEC Form 13F filings report positions, not investment intent.
- Strongest overlap by reported value: VTI ($1.22B combined).
- Highest average portfolio weight in overlap: MSFT (3.8% conviction score).
- Largest estimated mark-to-market gain since filing: VTI ($181.77M vs reported combined value, where EOD data is available).
Historical Overlap Trend
The overlap between Sequoia Financial Advisors and Matrix Advisors Value Fund decreased between Q4 2001 and Q1 2001, with 97 shared holdings in the latest period ($7.64B combined reported value) versus 99 in the prior period ($7.68B).
Overlap Score Guide
| Score | Meaning |
|---|---|
| 85–100 | Extremely high shared conviction |
| 65–84 | Strong overlap |
| 45–64 | Moderate overlap |
| 25–44 | Limited overlap |
| 0–24 | Minimal overlap |
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- Matrix Advisors Value Fund portfolio
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