RDIV vs JDVI overlap

RDIV and JDVI overlap 0.0% by weight, across 0 shared holdings.

RDIVJDVI

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RDIV0.0% of the fund is in shared holdings, of 60

JDVI0.0% of the fund is in shared holdings, of 38

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; JDVI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 137 holding any

RDIV11.9% of its 13F dollars, 5.5% of its 127 holders

JDVI3.1% of its 13F dollars, 41.2% of its 17 holders

Largest institutions holding both

Firm	RDIV	JDVI
Morgan Stanley	$62.9M	$209K
Janney Montgomery Scott LLC	$3.6M	$9.5M
Integrated Wealth Concepts LLC	$139K	$11.0M
Commonwealth Equity Services, LLC	$6.4M	$240K
Cetera Investment Advisers	$4.3M	$315K
Royal Bank of Canada	$2.7M	$9K
International Assets Investment Management, LLC	$464K	$25K

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, JDVI institutional holders.

Frequently asked questions

How much do RDIV and JDVI overlap?

0.0% by weight, with 0 holdings in common, using holdings for RDIV as of May 31, 2026 and JDVI as of June 30, 2026.

Do institutions hold both RDIV and JDVI?

7 Form 13F filers report positions in both, out of 137 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%.