REVS vs FDRR overlap
REVS and FDRR overlap 32.6% by weight, across 40 shared holdings.
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Top shared holdings
| Holding | REVS | FDRR | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.00% | 7.59% | 7.59% |
| Microsoft Corp.MSFT | 6.81% | 5.99% | 5.99% |
| META Platforms-aMETA | 1.79% | 1.80% | 1.79% |
| Cisco SystemsCSCO | 1.70% | 1.97% | 1.70% |
| Bank of AmericaBAC | 3.85% | 1.37% | 1.37% |
| Citigroup Inc.C | 1.90% | 1.12% | 1.12% |
| Abbvie Inc.ABBV | 1.09% | 1.39% | 1.09% |
| Starbucks Corp.SBUX | 0.96% | 0.97% | 0.96% |
| Bristol-MYER SQBBMY | 1.79% | 0.93% | 0.93% |
| Ford Motor CoF | 1.10% | 0.86% | 0.86% |
| Chevron Corp.CVX | 2.73% | 0.73% | 0.73% |
| Automatic DataADP | 0.76% | 0.71% | 0.71% |
| Truist FinancialTFC | 0.65% | 0.75% | 0.65% |
| Paccar Inc.PCAR | 0.74% | 0.61% | 0.61% |
| Illinois Tool WOITW | 0.63% | 0.60% | 0.60% |
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; FDRR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | REVS | FDRR |
|---|---|---|
| LPL Financial LLC | $137.3M | $18.7M |
| MML Investors Services, LLC | $48.9M | $1.6M |
| Raymond James Financial Inc. | $18.2M | $3.1M |
| Envestnet Asset Management Inc. | $11.4M | $8.4M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $12.0M |
| Cetera Investment Advisers | $6.9M | $7.0M |
| Commonwealth Equity Services, LLC | $2.1M | $9.4M |
| Arax Advisory Partners | $7.5M | $1.3M |
| Osaic Holdings, Inc. | $450K | $7.7M |
| NewEdge Advisors, LLC | $1.6M | $5.8M |
| FMR LLC | $14K | $5.7M |
| Morgan Stanley | $95K | $4.7M |
| Wealth Enhancement Advisory Services, LLC | $3.7M | $642K |
| JPMorgan Chase & Co | $23K | $3.8M |
| Jane Street Group, LLC | $515K | $1.4M |
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: REVS institutional holders, FDRR institutional holders.
Frequently asked questions
How much do REVS and FDRR overlap?
32.6% by weight, with 40 holdings in common, using holdings for REVS as of July 31, 2026 and FDRR as of July 31, 2026. The largest shared position is AAPL.
Do institutions hold both REVS and FDRR?
21 Form 13F filers report positions in both, out of 130 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%.