RZV vs RFG overlap
RZV and RFG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: RZV, SEC Form N-PORT, July 31, 2026; RFG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RZV | RFG |
|---|---|---|
| LPL Financial LLC | $11.6M | $14.6M |
| Morgan Stanley | $3.3M | $14.8M |
| Bank of America Corp. | $4.8M | $3.1M |
| Raymond James Financial Inc. | $5.6M | $1.6M |
| Wells Fargo & Company | $507K | $5.1M |
| Commonwealth Equity Services, LLC | $2.7M | $2.8M |
| Twelve Points Wealth Management LLC | $560K | $4.4M |
| UBS Group AG | $1.7M | $2.4M |
| Cambridge Investment Research Advisors, Inc. | $848K | $2.8M |
| Stifel Financial Corp. | $3.1M | $431K |
| Osaic Holdings, Inc. | $761K | $2.6M |
| Royal Bank of Canada | $1.4M | $1.9M |
| Cetera Investment Advisers | $1.5M | $1.7M |
| Merit Financial Group, LLC | $2.0M | $445K |
| Northwestern Mutual Wealth Management Co | $785K | $1.6M |
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: RZV institutional holders, RFG institutional holders.
Frequently asked questions
How much do RZV and RFG overlap?
0.0% by weight, with 0 holdings in common, using holdings for RZV as of July 31, 2026 and RFG as of July 31, 2026.
Do institutions hold both RZV and RFG?
32 Form 13F filers report positions in both, out of 158 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%.