REVS vs MFSG overlap
REVS and MFSG overlap 19.6% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (REVS: July 31, 2026, MFSG: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | REVS | MFSG | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 8.00% | 9.93% | 8.00% |
| Microsoft Corp.MSFT | 6.81% | 8.55% | 6.81% |
| META Platforms-aMETA | 1.79% | 2.23% | 1.79% |
| TJX COS Inc.TJX | 1.73% | 1.17% | 1.17% |
| Starbucks Corp.SBUX | 0.96% | 0.77% | 0.77% |
| CRH PLCCRH | 0.67% | 0.58% | 0.58% |
| Gilead SciencesGILD | 0.45% | 1.01% | 0.45% |
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; MFSG, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REVS | MFSG |
|---|---|---|
| LPL Financial LLC | $137.3M | $53.1M |
| Jones Financial Companies LLLP | $2K | $31.5M |
| Raymond James Financial Inc. | $18.2M | $4.9M |
| Cetera Investment Advisers | $6.9M | $3.6M |
| Royal Bank of Canada | $58K | $8.1M |
| Commonwealth Equity Services, LLC | $2.1M | $3.9M |
| Cambridge Investment Research Advisors, Inc. | $2.2M | $878K |
| Steward Partners Investment Advisory, LLC | $1.7M | $37K |
| Jane Street Group, LLC | $515K | $1.2M |
| Osaic Holdings, Inc. | $450K | $20K |
| Integrated Wealth Concepts LLC | $188K | $47K |
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, MFSG institutional holders.
Frequently asked questions
How much do REVS and MFSG overlap?
19.6% by weight, with 7 holdings in common, using holdings for REVS as of July 31, 2026 and MFSG as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both REVS and MFSG?
11 Form 13F filers report positions in both, out of 67 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%.