RFG vs FYT overlap
RFG and FYT overlap 0.1% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RFG | FYT | Overlap |
|---|---|---|---|
| Hilton Grand VACHGV | 0.85% | 0.11% | 0.11% |
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: RFG, SEC Form N-PORT, July 31, 2026; FYT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RFG | FYT |
|---|---|---|
| LPL Financial LLC | $14.6M | $18.2M |
| Morgan Stanley | $14.8M | $12.9M |
| Wells Fargo & Company | $5.1M | $12.4M |
| Royal Bank of Canada | $1.9M | $8.9M |
| Raymond James Financial Inc. | $1.6M | $7.1M |
| Cetera Investment Advisers | $1.7M | $4.8M |
| Commonwealth Equity Services, LLC | $2.8M | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $2.8M | $2.0M |
| UBS Group AG | $2.4M | $2.4M |
| Osaic Holdings, Inc. | $2.6M | $1.0M |
| Envestnet Asset Management Inc. | $526K | $2.8M |
| Goldman Sachs Group Inc. | $473K | $2.1M |
| Kestra Advisory Services, LLC | $1.4M | $1.1M |
| NewEdge Advisors, LLC | $1.9M | $1K |
| Corient Private Wealth LP | $1.4M | $249K |
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: RFG institutional holders, FYT institutional holders.
Frequently asked questions
How much do RFG and FYT overlap?
0.1% by weight, with 1 holdings in common, using holdings for RFG as of July 31, 2026 and FYT as of July 31, 2026. The largest shared position is HGV.
Do institutions hold both RFG and FYT?
27 Form 13F filers report positions in both, out of 163 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%.