RDVY vs FNDX overlap
RDVY and FNDX overlap 20.0% by weight, across 69 shared holdings.
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Top shared holdings
| Holding | RDVY | FNDX | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.12% | 2.38% | 2.12% |
| Micron TechMU | 1.83% | 1.59% | 1.59% |
| Microsoft Corp.MSFT | 1.45% | 2.32% | 1.45% |
| Apple Inc.AAPL | 1.44% | 4.63% | 1.44% |
| JPMorgan ChaseJPM | 1.90% | 1.38% | 1.38% |
| META Platforms-aMETA | 1.50% | 1.24% | 1.24% |
| Bank of AmericaBAC | 1.96% | 0.87% | 0.87% |
| Wells Fargo & CoWFC | 0.97% | 0.67% | 0.67% |
| Nvidia Corp.NVDA | 1.91% | 0.55% | 0.55% |
| Citigroup Inc.C | 0.54% | 0.85% | 0.54% |
| Costco WholesaleCOST | 1.73% | 0.53% | 0.53% |
| Elevance HealthELV | 0.54% | 0.51% | 0.51% |
| Applied MaterialAMAT | 4.68% | 0.47% | 0.47% |
| LAM ResearchLRCX | 4.42% | 0.41% | 0.41% |
| VISA Inc.-Class aV | 1.82% | 0.33% | 0.33% |
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; FNDX, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RDVY | FNDX |
|---|---|---|
| LPL Financial LLC | $2.8B | $194.7M |
| Morgan Stanley | $1.7B | $183.8M |
| Raymond James Financial Inc. | $1.0B | $33.0M |
| Wells Fargo & Company | $1.0B | $4.1M |
| Ameriprise Financial Inc. | $761.4M | $265.5M |
| Captrust Financial Advisors | $563K | $897.1M |
| Bank of America Corp. | $604.6M | $105.3M |
| Cambridge Investment Research Advisors, Inc. | $560.0M | $141.7M |
| Envestnet Asset Management Inc. | $446.1M | $218.9M |
| UBS Group AG | $437.6M | $64.2M |
| Commonwealth Equity Services, LLC | $459.5M | $35.8M |
| Cetera Investment Advisers | $352.7M | $128.0M |
| Keybank National Association | $530K | $474.9M |
| Royal Bank of Canada | $437.1M | $29.9M |
| Osaic Holdings, Inc. | $375.7M | $63.6M |
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: RDVY institutional holders, FNDX institutional holders.
Frequently asked questions
How much do RDVY and FNDX overlap?
20.0% by weight, with 69 holdings in common, using holdings for RDVY as of June 30, 2026 and FNDX as of May 31, 2026. The largest shared position is GOOGL.
Do institutions hold both RDVY and FNDX?
327 Form 13F filers report positions in both, out of 1,325 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%.