RDVI vs CALF overlap
RDVI and CALF overlap 1.7% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RDVI | CALF | Overlap |
|---|---|---|---|
| Expedia Group inEXPE | 1.74% | 2.47% | 1.74% |
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: RDVI, SEC Form N-PORT, July 31, 2026; CALF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RDVI | CALF |
|---|---|---|
| LPL Financial LLC | $376.4M | $160.2M |
| Morgan Stanley | $894K | $193.7M |
| Wells Fargo & Company | $120.1M | $70.2M |
| Raymond James Financial Inc. | $110.8M | $74.1M |
| Cetera Investment Advisers | $81.9M | $85.4M |
| Royal Bank of Canada | $76.6M | $38.7M |
| Cambridge Investment Research Advisors, Inc. | $55.3M | $58.2M |
| Osaic Holdings, Inc. | $73.1M | $38.6M |
| Stifel Financial Corp. | $75.9M | $18.8M |
| Commonwealth Equity Services, LLC | $61.2M | $25.3M |
| Envestnet Asset Management Inc. | $25.0M | $44.4M |
| Baird Financial Group, Inc. | $36.9M | $24.3M |
| Northwestern Mutual Wealth Management Co | $274K | $57.2M |
| Kestra Advisory Services, LLC | $40.5M | $15.5M |
| Jones Financial Companies LLLP | $2K | $44.3M |
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: RDVI institutional holders, CALF institutional holders.
Frequently asked questions
How much do RDVI and CALF overlap?
1.7% by weight, with 1 holdings in common, using holdings for RDVI as of July 31, 2026 and CALF as of July 31, 2026. The largest shared position is EXPE.
Do institutions hold both RDVI and CALF?
146 Form 13F filers report positions in both, out of 561 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%.