SPYV vs CGDV overlap
SPYV and CGDV overlap 22.1% by weight, across 38 shared holdings.
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Top shared holdings
| Holding | SPYV | CGDV | Overlap |
|---|---|---|---|
| Apple Inc.AAPL | 7.32% | 2.36% | 2.36% |
| Amazon.COM Inc.AMZN | 3.78% | 1.88% | 1.88% |
| Exxon Mobil Corp.XOM | 1.95% | 1.34% | 1.34% |
| Unitedhealth GRPUNH | 1.30% | 2.02% | 1.30% |
| Intel Corp.INTC | 2.27% | 1.09% | 1.09% |
| JPMorgan ChaseJPM | 0.97% | 1.89% | 0.97% |
| Texas InstrumentTXN | 0.93% | 1.21% | 0.93% |
| Wells Fargo & CoWFC | 0.87% | 1.99% | 0.87% |
| Abbvie Inc.ABBV | 0.83% | 1.35% | 0.83% |
| Linde PLCLIN | 0.83% | 1.95% | 0.83% |
| Cisco SystemsCSCO | 0.75% | 3.02% | 0.75% |
| General ElectricGE | 0.65% | 3.08% | 0.65% |
| Nextera EnergyNEE | 0.63% | 1.02% | 0.63% |
| Union PAC Corp.UNP | 0.56% | 2.12% | 0.56% |
| Abbott LabsABT | 0.54% | 0.75% | 0.54% |
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: SPYV, SEC Form N-PORT, June 30, 2026; CGDV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | SPYV | CGDV |
|---|---|---|
| LPL Financial LLC | $3.2B | $4.0B |
| Morgan Stanley | $590.4M | $1.4B |
| Bank of America Corp. | $1.1B | $907.7M |
| Raymond James Financial Inc. | $424.6M | $1.4B |
| Envestnet Asset Management Inc. | $261.4M | $1.1B |
| Wells Fargo & Company | $143.0M | $1.1B |
| Northwestern Mutual Wealth Management Co | $113.7M | $1.1B |
| Cetera Investment Advisers | $254.5M | $900.6M |
| Allworth Financial LP | $1.1B | $8.0M |
| Jones Financial Companies LLLP | $143.5M | $796.5M |
| Cambridge Investment Research Advisors, Inc. | $103.3M | $772.9M |
| UBS Group AG | $370.6M | $485.8M |
| Commonwealth Equity Services, LLC | $131.8M | $673.6M |
| Osaic Holdings, Inc. | $179.9M | $569.0M |
| Royal Bank of Canada | $296.7M | $395.6M |
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: SPYV institutional holders, CGDV institutional holders.
Frequently asked questions
How much do SPYV and CGDV overlap?
22.1% by weight, with 38 holdings in common, using holdings for SPYV as of June 30, 2026 and CGDV as of May 31, 2026. The largest shared position is AAPL.
Do institutions hold both SPYV and CGDV?
401 Form 13F filers report positions in both, out of 1,589 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%.