RPV vs DIVB overlap
RPV and DIVB overlap 18.0% by weight, across 77 shared holdings.
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Top shared holdings
| Holding | RPV | DIVB | Overlap |
|---|---|---|---|
| Comcast Corp.-aCMCSA | 0.98% | 1.05% | 0.98% |
| Citigroup Inc.C | 0.89% | 0.78% | 0.78% |
| HP Inc.HPQ | 0.77% | 2.55% | 0.77% |
| Unitedhealth GRPUNH | 0.67% | 1.32% | 0.67% |
| Marathon PetroleMPC | 1.43% | 0.66% | 0.66% |
| Verizon CommunicVZ | 0.63% | 1.47% | 0.63% |
| Chevron Corp.CVX | 0.59% | 1.65% | 0.59% |
| Elevance HealthELV | 1.47% | 0.49% | 0.49% |
| ConocophillipsCOP | 0.49% | 0.55% | 0.49% |
| Exxon Mobil Corp.XOM | 0.46% | 2.33% | 0.46% |
| CVS Health Corp.CVS | 2.07% | 0.46% | 0.46% |
| At&T Inc.T | 0.45% | 1.13% | 0.45% |
| Truist FinancialTFC | 0.71% | 0.43% | 0.43% |
| Bank of AmericaBAC | 0.40% | 1.55% | 0.40% |
| Travelers COS inTRV | 0.52% | 0.40% | 0.40% |
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: RPV, SEC Form N-PORT, July 31, 2026; DIVB, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RPV | DIVB |
|---|---|---|
| LPL Financial LLC | $30.8M | $255.4M |
| Bank of America Corp. | $136.4M | $87.3M |
| Morgan Stanley | $182.4M | $9.6M |
| Steward Partners Investment Advisory, LLC | $154K | $49.5M |
| Cambridge Investment Research Advisors, Inc. | $33.0M | $4.0M |
| Corient Private Wealth LP | $676K | $22.5M |
| Commonwealth Equity Services, LLC | $6.7M | $15.9M |
| Cetera Investment Advisers | $4.9M | $14.3M |
| Envestnet Asset Management Inc. | $10.5M | $6.5M |
| IFG Advisory, LLC | $37K | $15.7M |
| Raymond James Financial Inc. | $8.7M | $6.8M |
| Wealth Enhancement Advisory Services, LLC | $12.9M | $732K |
| Royal Bank of Canada | $5.6M | $7.6M |
| Kestra Advisory Services, LLC | $3.8M | $9.0M |
| JPMorgan Chase & Co | $4.9M | $7.7M |
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: RPV institutional holders, DIVB institutional holders.
Frequently asked questions
How much do RPV and DIVB overlap?
18.0% by weight, with 77 holdings in common, using holdings for RPV as of July 31, 2026 and DIVB as of July 31, 2026. The largest shared position is CMCSA.
Do institutions hold both RPV and DIVB?
67 Form 13F filers report positions in both, out of 342 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%.