RSPN vs QLC overlap
RSPN and QLC overlap 6.9% by weight, across 22 shared holdings.
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Top shared holdings
| Holding | RSPN | QLC | Overlap |
|---|---|---|---|
| General ElectricGE | 1.34% | 1.21% | 1.21% |
| Caterpillar Inc.CAT | 1.13% | 0.68% | 0.68% |
| Illinois Tool WOITW | 1.36% | 0.57% | 0.57% |
| Expeditors IntlEXPD | 1.21% | 0.54% | 0.54% |
| Lockheed MartinLMT | 1.31% | 0.46% | 0.46% |
| Broadridge FINLBR | 1.24% | 0.42% | 0.42% |
| Cummins Inc.CMI | 1.19% | 0.39% | 0.39% |
| CH RobinsonCHRW | 0.95% | 0.39% | 0.39% |
| 3M CoMMM | 1.33% | 0.38% | 0.38% |
| GE Vernova Inc.GEV | 1.35% | 0.26% | 0.26% |
| Automatic DataADP | 1.36% | 0.25% | 0.25% |
| Fortive Corp.FTV | 1.17% | 0.22% | 0.22% |
| United Parcel-BUPS | 1.19% | 0.22% | 0.22% |
| WW Grainger Inc.GWW | 1.24% | 0.18% | 0.18% |
| Masco Corp.MAS | 1.19% | 0.16% | 0.16% |
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: RSPN, SEC Form N-PORT, July 31, 2026; QLC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPN | QLC |
|---|---|---|
| JPMorgan Chase & Co | $210.4M | $439K |
| Envestnet Asset Management Inc. | $6.5M | $79.0M |
| Bank of America Corp. | $69.1M | $3.6M |
| MML Investors Services, LLC | $860K | $42.0M |
| LPL Financial LLC | $24.1M | $10.2M |
| Morgan Stanley | $32.3M | $934K |
| Raymond James Financial Inc. | $15.7M | $7.1M |
| Commonwealth Equity Services, LLC | $406K | $20.4M |
| Royal Bank of Canada | $20.4M | $149K |
| Wells Fargo & Company | $15.8M | $68 |
| Wealthcare Advisory Partners LLC | $11.3M | $345K |
| Cetera Investment Advisers | $5.5M | $6.0M |
| Northwestern Mutual Wealth Management Co | $728K | $10.8M |
| Cambridge Investment Research Advisors, Inc. | $5.0M | $698K |
| Osaic Holdings, Inc. | $2.5M | $600K |
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: RSPN institutional holders, QLC institutional holders.
Frequently asked questions
How much do RSPN and QLC overlap?
6.9% by weight, with 22 holdings in common, using holdings for RSPN as of July 31, 2026 and QLC as of July 31, 2026. The largest shared position is GE.
Do institutions hold both RSPN and QLC?
25 Form 13F filers report positions in both, out of 215 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%.