RDVY vs MGK overlap
RDVY and MGK overlap 18.8% by weight, across 14 shared holdings.
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Top shared holdings
| Holding | RDVY | MGK | Overlap |
|---|---|---|---|
| Alphabet Inc.-aGOOGL | 2.12% | 5.92% | 2.12% |
| LAM ResearchLRCX | 4.42% | 1.92% | 1.92% |
| Nvidia Corp.NVDA | 1.91% | 13.27% | 1.91% |
| VISA Inc.-Class aV | 1.82% | 1.82% | 1.82% |
| META Platforms-aMETA | 1.50% | 4.08% | 1.50% |
| KLA Corp.KLAC | 4.14% | 1.48% | 1.48% |
| Microsoft Corp.MSFT | 1.45% | 7.50% | 1.45% |
| Apple Inc.AAPL | 1.44% | 12.17% | 1.44% |
| GE Vernova Inc.GEV | 2.80% | 1.20% | 1.20% |
| Mastercard Inc.-aMA | 1.19% | 1.47% | 1.19% |
| Applied MaterialAMAT | 4.68% | 1.13% | 1.13% |
| Booking HoldingsBKNG | 1.18% | 0.63% | 0.63% |
| Amphenol Corp.-aAPH | 0.54% | 0.89% | 0.54% |
| Western DigitalWDC | 0.59% | 0.51% | 0.51% |
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; MGK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RDVY | MGK |
|---|---|---|
| Assetmark, Inc. | $15.0M | $3.7B |
| LPL Financial LLC | $2.8B | $512.8M |
| Morgan Stanley | $1.7B | $1.2B |
| Bank of America Corp. | $604.6M | $883.6M |
| Wells Fargo & Company | $1.0B | $287.5M |
| Raymond James Financial Inc. | $1.0B | $187.0M |
| Ameriprise Financial Inc. | $761.4M | $341.6M |
| UBS Group AG | $437.6M | $452.6M |
| Envestnet Asset Management Inc. | $446.1M | $312.4M |
| Cambridge Investment Research Advisors, Inc. | $560.0M | $98.1M |
| Royal Bank of Canada | $437.1M | $195.3M |
| Commonwealth Equity Services, LLC | $459.5M | $81.1M |
| Osaic Holdings, Inc. | $375.7M | $129.8M |
| Cetera Investment Advisers | $352.7M | $76.7M |
| Captrust Financial Advisors | $563K | $369.0M |
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, MGK institutional holders.
Frequently asked questions
How much do RDVY and MGK overlap?
18.8% by weight, with 14 holdings in common, using holdings for RDVY as of June 30, 2026 and MGK as of June 30, 2026. The largest shared position is GOOGL.
Do institutions hold both RDVY and MGK?
393 Form 13F filers report positions in both, out of 1,439 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%.