REVS vs AAUA overlap
REVS and AAUA overlap 25.8% by weight, across 106 shared holdings.
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Top shared holdings
| Holding | REVS | AAUA | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.00% | 7.26% | 7.26% |
| Microsoft Corp.MSFT | 6.81% | 4.71% | 4.71% |
| META Platforms-aMETA | 1.79% | 2.06% | 1.79% |
| Cisco SystemsCSCO | 1.70% | 0.82% | 0.82% |
| Abbvie Inc.ABBV | 1.09% | 0.81% | 0.81% |
| Bank of AmericaBAC | 3.85% | 0.67% | 0.67% |
| Chevron Corp.CVX | 2.73% | 0.57% | 0.57% |
| Citigroup Inc.C | 1.90% | 0.42% | 0.42% |
| Analog DevicesADI | 0.59% | 0.33% | 0.33% |
| Nextera EnergyNEE | 1.22% | 0.32% | 0.32% |
| TJX COS Inc.TJX | 1.73% | 0.29% | 0.29% |
| Gilead SciencesGILD | 0.45% | 0.28% | 0.28% |
| Schwab (Charles)SCHW | 1.63% | 0.27% | 0.27% |
| CVS Health Corp.CVS | 1.68% | 0.23% | 0.23% |
| ConocophillipsCOP | 1.10% | 0.23% | 0.23% |
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: REVS, SEC Form N-PORT, July 31, 2026; AAUA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | REVS | AAUA |
|---|---|---|
| NewEdge Advisors, LLC | $1.6M | $1.3M |
| Royal Bank of Canada | $58K | $1.6M |
| DHJJ Financial Advisors, Ltd. | $158 | $605K |
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: REVS institutional holders, AAUA institutional holders.
Frequently asked questions
How much do REVS and AAUA overlap?
25.8% by weight, with 106 holdings in common, using holdings for REVS as of July 31, 2026 and AAUA as of June 30, 2026. The largest shared position is AAPL.
Do institutions hold both REVS and AAUA?
3 Form 13F filers report positions in both, out of 76 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%.