RDIV vs AOM overlap
RDIV and AOM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RDIV: May 31, 2026, AOM: July 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: RDIV, SEC Form N-PORT, May 31, 2026; AOM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RDIV | AOM |
|---|---|---|
| LPL Financial LLC | $47.2M | $60.3M |
| Morgan Stanley | $62.9M | $27.0M |
| Bank of America Corp. | $29.9M | $13.6M |
| Wells Fargo & Company | $27.2M | $15.2M |
| Allworth Financial LP | $41.4M | $179K |
| Ameriprise Financial Inc. | $10.5M | $12.9M |
| Raymond James Financial Inc. | $14.8M | $5.5M |
| Royal Bank of Canada | $2.7M | $17.0M |
| Osaic Holdings, Inc. | $9.9M | $7.7M |
| Cetera Investment Advisers | $4.3M | $11.7M |
| Cambridge Investment Research Advisors, Inc. | $2.0M | $11.9M |
| Commonwealth Equity Services, LLC | $6.4M | $7.3M |
| Private Advisor Group, LLC | $6.6M | $2.5M |
| Wealth Enhancement Advisory Services, LLC | $5.7M | $3.4M |
| JPMorgan Chase & Co | $4.6M | $3.6M |
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: RDIV institutional holders, AOM institutional holders.
Frequently asked questions
How much do RDIV and AOM overlap?
0.0% by weight, with 0 holdings in common, using holdings for RDIV as of May 31, 2026 and AOM as of July 31, 2026.
Do institutions hold both RDIV and AOM?
68 Form 13F filers report positions in both, out of 359 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%.