SVAL vs RZV overlap
SVAL and RZV overlap 18.3% by weight, across 45 shared holdings.
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Top shared holdings
| Holding | SVAL | RZV | Overlap |
|---|---|---|---|
| Vishay IntertechVSH | 0.71% | 1.03% | 0.71% |
| Cracker BarrelCBRL | 0.65% | 1.42% | 0.65% |
| Insight EnterpriNSIT | 0.64% | 0.92% | 0.64% |
| AMN HealthcareAMN | 0.61% | 1.05% | 0.61% |
| Corsair Gaming ICRSR | 0.55% | 0.72% | 0.55% |
| Pebblebrook HOTEPEB | 0.53% | 0.76% | 0.53% |
| PROG Holdings inPRG | 0.50% | 0.62% | 0.50% |
| Century CommunitCCS | 0.49% | 0.89% | 0.49% |
| Marinemax Inc.HZO | 0.49% | 1.33% | 0.49% |
| Scansource Inc.SCSC | 0.49% | 1.17% | 0.49% |
| Benchmark ElectrBHE | 0.46% | 0.46% | 0.46% |
| PC ConnectionCNXN | 0.44% | 0.48% | 0.44% |
| ZIFF Davis Inc.ZD | 0.44% | 0.81% | 0.44% |
| Scholastic Corp.SCHL | 0.44% | 0.94% | 0.44% |
| Carter's Inc.CRI | 0.44% | 0.69% | 0.44% |
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: SVAL, SEC Form N-PORT, June 30, 2026; RZV, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SVAL | RZV |
|---|---|---|
| LPL Financial LLC | $2.0M | $11.6M |
| Bank of America Corp. | $7.5M | $4.8M |
| Raymond James Financial Inc. | $518K | $5.6M |
| Morgan Stanley | $244K | $3.3M |
| Commonwealth Equity Services, LLC | $383K | $2.7M |
| Susquehanna International Group, LLP | $1.5M | $1.3M |
| Two Sigma Investments, LP | $1.5M | $1.3M |
| Citadel Advisors LLC | $1.7M | $598K |
| Royal Bank of Canada | $815K | $1.4M |
| UBS Group AG | $55K | $1.7M |
| Cetera Investment Advisers | $251K | $1.5M |
| Osaic Holdings, Inc. | $37K | $761K |
| Wells Fargo & Company | $24 | $507K |
| Integrated Wealth Concepts LLC | $260K | $19K |
| NewEdge Advisors, LLC | $219K | $7K |
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: SVAL institutional holders, RZV institutional holders.
Frequently asked questions
How much do SVAL and RZV overlap?
18.3% by weight, with 45 holdings in common, using holdings for SVAL as of June 30, 2026 and RZV as of July 31, 2026. The largest shared position is VSH.
Do institutions hold both SVAL and RZV?
17 Form 13F filers report positions in both, out of 101 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%.