RSPH vs IQSU overlap
RSPH and IQSU overlap 5.4% by weight, across 31 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPH | IQSU | Overlap |
|---|---|---|---|
| Gilead SciencesGILD | 1.66% | 0.46% | 0.46% |
| Bristol-MYER SQBBMY | 1.82% | 0.39% | 0.39% |
| Intuitive SurgicISRG | 1.33% | 0.37% | 0.37% |
| Vertex PharmVRTX | 1.69% | 0.35% | 0.35% |
| Stryker Corp.SYK | 1.63% | 0.34% | 0.34% |
| Thermo FisherTMO | 1.84% | 0.33% | 0.33% |
| McKesson Corp.MCK | 1.68% | 0.32% | 0.32% |
| Elevance HealthELV | 1.44% | 0.24% | 0.24% |
| The Cigna GroupCI | 1.46% | 0.22% | 0.22% |
| Boston ScientifcBSX | 1.50% | 0.21% | 0.21% |
| Cardinal HealthCAH | 1.65% | 0.17% | 0.17% |
| Cencora Inc.COR | 1.71% | 0.17% | 0.17% |
| Edwards LifeEW | 1.55% | 0.15% | 0.15% |
| Humana Inc.HUM | 1.55% | 0.14% | 0.14% |
| Idexx LabsIDXX | 1.56% | 0.13% | 0.13% |
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: RSPH, SEC Form N-PORT, July 31, 2026; IQSU, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPH | IQSU |
|---|---|---|
| Morgan Stanley | $44.2M | $109K |
| Bank of America Corp. | $13.3M | $2.2M |
| LPL Financial LLC | $12.2M | $1.3M |
| Raymond James Financial Inc. | $11.1M | $240K |
| Envestnet Asset Management Inc. | $990K | $10.2M |
| Osaic Holdings, Inc. | $7.7M | $40K |
| Ameriprise Financial Inc. | $3.7M | $316K |
| FMR LLC | $638K | $6K |
| Financial Gravity Companies, Inc. | $3K | $274K |
| Northwestern Mutual Wealth Management Co | $156K | $118K |
| NewEdge Advisors, LLC | $127K | $39K |
| O'SHAughnessy Asset Management, LLC | $26K | $125K |
| Integrated Wealth Concepts LLC | $65K | $188 |
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: RSPH institutional holders, IQSU institutional holders.
Frequently asked questions
How much do RSPH and IQSU overlap?
5.4% by weight, with 31 holdings in common, using holdings for RSPH as of July 31, 2026 and IQSU as of July 31, 2026. The largest shared position is GILD.
Do institutions hold both RSPH and IQSU?
13 Form 13F filers report positions in both, out of 198 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%.