RDVY vs CGGR overlap
RDVY and CGGR overlap 18.8% by weight, across 16 shared holdings.
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Top shared holdings
| Holding | RDVY | CGGR | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.12% | 3.06% | 2.12% |
| Nvidia Corp.NVDA | 1.91% | 5.16% | 1.91% |
| Micron TechMU | 1.83% | 4.86% | 1.83% |
| VISA Inc.-Class aV | 1.82% | 2.34% | 1.82% |
| META Platforms-aMETA | 1.50% | 7.09% | 1.50% |
| Microsoft Corp.MSFT | 1.45% | 4.37% | 1.45% |
| Apple Inc.AAPL | 1.44% | 1.79% | 1.44% |
| KLA Corp.KLAC | 4.14% | 1.17% | 1.17% |
| General ElectricGE | 2.13% | 1.11% | 1.11% |
| Bank of AmericaBAC | 1.96% | 1.05% | 1.05% |
| Salesforce Inc.CRM | 1.30% | 0.89% | 0.89% |
| Costco WholesaleCOST | 1.73% | 0.60% | 0.60% |
| Baker Hughes CoBKR | 1.77% | 0.59% | 0.59% |
| Amphenol Corp.-aAPH | 0.54% | 0.85% | 0.54% |
| GE Vernova Inc.GEV | 2.80% | 0.44% | 0.44% |
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: RDVY, SEC Form N-PORT, June 30, 2026; CGGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RDVY | CGGR |
|---|---|---|
| LPL Financial LLC | $2.8B | $2.8B |
| Morgan Stanley | $1.7B | $1.5B |
| Wells Fargo & Company | $1.0B | $829.5M |
| Raymond James Financial Inc. | $1.0B | $765.0M |
| Bank of America Corp. | $604.6M | $683.4M |
| Envestnet Asset Management Inc. | $446.1M | $781.7M |
| Commonwealth Equity Services, LLC | $459.5M | $658.4M |
| Cambridge Investment Research Advisors, Inc. | $560.0M | $481.1M |
| Northwestern Mutual Wealth Management Co | $283.1M | $618.6M |
| Cetera Investment Advisers | $352.7M | $500.0M |
| Royal Bank of Canada | $437.1M | $390.3M |
| Osaic Holdings, Inc. | $375.7M | $432.6M |
| Ameriprise Financial Inc. | $761.4M | $9.0M |
| Jones Financial Companies LLLP | $203.2M | $528.8M |
| UBS Group AG | $437.6M | $257.4M |
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: RDVY institutional holders, CGGR institutional holders.
Frequently asked questions
How much do RDVY and CGGR overlap?
18.8% by weight, with 16 holdings in common, using holdings for RDVY as of June 30, 2026 and CGGR as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both RDVY and CGGR?
353 Form 13F filers report positions in both, out of 1,113 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%.