RPV vs FGD overlap
RPV and FGD overlap 6.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RPV | FGD | Overlap |
|---|---|---|---|
| Franklin RES Inc.BEN | 1.25% | 1.05% | 1.05% |
| Prudentl FINLPRU | 1.15% | 1.04% | 1.04% |
| Best BUY Co Inc.BBY | 0.99% | 1.17% | 0.99% |
| Ford Motor CoF | 2.02% | 0.82% | 0.82% |
| HP Inc.HPQ | 0.77% | 1.30% | 0.77% |
| Lyondellbasell-aLYB | 1.57% | 0.73% | 0.73% |
| Verizon CommunicVZ | 0.63% | 0.84% | 0.63% |
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; FGD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RPV | FGD |
|---|---|---|
| Morgan Stanley | $182.4M | $58.5M |
| LPL Financial LLC | $30.8M | $176.8M |
| Bank of America Corp. | $136.4M | $45.1M |
| Wells Fargo & Company | $10.4M | $123.9M |
| UBS Group AG | $32.6M | $46.0M |
| Raymond James Financial Inc. | $8.7M | $39.3M |
| Cambridge Investment Research Advisors, Inc. | $33.0M | $8.2M |
| Ameriprise Financial Inc. | $8.2M | $24.2M |
| Envestnet Asset Management Inc. | $10.5M | $14.9M |
| Commonwealth Equity Services, LLC | $6.7M | $17.0M |
| Royal Bank of Canada | $5.6M | $17.9M |
| Cetera Investment Advisers | $4.9M | $16.6M |
| AE Wealth Management LLC | $116K | $19.9M |
| Janney Montgomery Scott LLC | $652K | $17.0M |
| Truist Financial Corp. | $14.9M | $2.6M |
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, FGD institutional holders.
Frequently asked questions
How much do RPV and FGD overlap?
6.0% by weight, with 7 holdings in common, using holdings for RPV as of July 31, 2026 and FGD as of June 30, 2026. The largest shared position is BEN.
Do institutions hold both RPV and FGD?
74 Form 13F filers report positions in both, out of 373 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%.