RDVI vs GRNY overlap
RDVI and GRNY overlap 24.9% by weight, across 13 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RDVI | GRNY | Overlap |
|---|---|---|---|
| Bank NY MellonBNY | 2.33% | 2.59% | 2.33% |
| KLA Corp.KLAC | 2.51% | 2.30% | 2.30% |
| GE Vernova Inc.GEV | 2.36% | 2.18% | 2.18% |
| Alphabet Inc.-aGOOGL | 2.12% | 2.11% | 2.11% |
| General ElectricGE | 2.06% | 2.76% | 2.06% |
| JPMorgan ChaseJPM | 2.05% | 2.66% | 2.05% |
| Nvidia Corp.NVDA | 1.92% | 2.04% | 1.92% |
| American ExpressAXP | 1.81% | 2.48% | 1.81% |
| Microsoft Corp.MSFT | 1.81% | 2.54% | 1.81% |
| Costco WholesaleCOST | 1.76% | 2.00% | 1.76% |
| PNC Financial SEPNC | 1.57% | 2.63% | 1.57% |
| Apple Inc.AAPL | 1.54% | 2.35% | 1.54% |
| META Platforms-aMETA | 1.49% | 2.11% | 1.49% |
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; GRNY, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RDVI | GRNY |
|---|---|---|
| LPL Financial LLC | $376.4M | $62.0M |
| Raymond James Financial Inc. | $110.8M | $156.2M |
| Royal Bank of Canada | $76.6M | $163.4M |
| Wells Fargo & Company | $120.1M | $9.2M |
| Cambridge Investment Research Advisors, Inc. | $55.3M | $66.2M |
| Stifel Financial Corp. | $75.9M | $19.3M |
| Cetera Investment Advisers | $81.9M | $10.2M |
| Osaic Holdings, Inc. | $73.1M | $15.8M |
| HighTower Advisors, LLC | $12.9M | $68.8M |
| Commonwealth Equity Services, LLC | $61.2M | $13.4M |
| Envestnet Asset Management Inc. | $25.0M | $40.3M |
| Morgan Stanley | $894K | $50.7M |
| Janney Montgomery Scott LLC | $23.0M | $23.7M |
| Kestra Advisory Services, LLC | $40.5M | $2.1M |
| TrueWealth Advisors, LLC | $1.8M | $39.7M |
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: RDVI institutional holders, GRNY institutional holders.
Frequently asked questions
How much do RDVI and GRNY overlap?
24.9% by weight, with 13 holdings in common, using holdings for RDVI as of July 31, 2026 and GRNY as of July 31, 2026. The largest shared position is BNY.
Do institutions hold both RDVI and GRNY?
116 Form 13F filers report positions in both, out of 524 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%.