RZV vs RFV overlap
RZV and RFV 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; RFV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RZV | RFV |
|---|---|---|
| LPL Financial LLC | $11.6M | $24.6M |
| Morgan Stanley | $3.3M | $26.3M |
| Raymond James Financial Inc. | $5.6M | $7.0M |
| Royal Bank of Canada | $1.4M | $11.1M |
| Commonwealth Equity Services, LLC | $2.7M | $6.5M |
| Bank of America Corp. | $4.8M | $3.9M |
| Cetera Investment Advisers | $1.5M | $5.2M |
| Cambridge Investment Research Advisors, Inc. | $848K | $4.2M |
| Wells Fargo & Company | $507K | $3.4M |
| Merit Financial Group, LLC | $2.0M | $1.1M |
| MML Investors Services, LLC | $1.6M | $1.5M |
| Envestnet Asset Management Inc. | $1.2M | $1.8M |
| Northwestern Mutual Wealth Management Co | $785K | $2.1M |
| Jones Financial Companies LLLP | $1.1M | $1.7M |
| UBS Group AG | $1.7M | $850K |
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, RFV institutional holders.
Frequently asked questions
How much do RZV and RFV overlap?
0.0% by weight, with 0 holdings in common, using holdings for RZV as of July 31, 2026 and RFV as of July 31, 2026.
Do institutions hold both RZV and RFV?
40 Form 13F filers report positions in both, out of 129 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%.