RSPU vs AAUA overlap
RSPU and AAUA overlap 2.1% by weight, across 26 shared holdings.
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Top shared holdings
| Holding | RSPU | AAUA | Overlap |
|---|---|---|---|
| Nextera EnergyNEE | 3.26% | 0.32% | 0.32% |
| Southern CoSO | 3.21% | 0.18% | 0.18% |
| DUKE Energy Corp.DUK | 3.20% | 0.17% | 0.17% |
| American ElectriAEP | 3.18% | 0.13% | 0.13% |
| Constellation ENCEG | 3.46% | 0.11% | 0.11% |
| Dominion EnergyD | 3.31% | 0.10% | 0.10% |
| Entergy Corp.ETR | 3.11% | 0.09% | 0.09% |
| Vistra Corp.VST | 3.42% | 0.08% | 0.08% |
| XCEL Energy Inc.XEL | 3.20% | 0.08% | 0.08% |
| Exelon Corp.EXC | 3.21% | 0.08% | 0.08% |
| PG&E Corp.PCG | 3.32% | 0.07% | 0.07% |
| CONS Edison Inc.ED | 3.23% | 0.07% | 0.07% |
| WEC Energy GroupWEC | 3.06% | 0.07% | 0.07% |
| PUB SERV EnterpPEG | 3.12% | 0.07% | 0.07% |
| Ameren Corp.AEE | 3.22% | 0.05% | 0.05% |
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: RSPU, SEC Form N-PORT, July 31, 2026; AAUA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPU | AAUA |
|---|---|---|
| HighTower Advisors, LLC | $495K | $4.8M |
| Farther Finance Advisors, LLC | $2.3M | $1.6M |
| NewEdge Advisors, LLC | $1.9M | $1.3M |
| Royal Bank of Canada | $1.5M | $1.6M |
| Creative Planning | $205K | $2.0M |
| Perigon Wealth Management, LLC | $659K | $815K |
| Snowden Capital Advisors LLC | $349K | $386K |
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: RSPU institutional holders, AAUA institutional holders.
Frequently asked questions
How much do RSPU and AAUA overlap?
2.1% by weight, with 26 holdings in common, using holdings for RSPU as of July 31, 2026 and AAUA as of June 30, 2026. The largest shared position is NEE.
Do institutions hold both RSPU and AAUA?
7 Form 13F filers report positions in both, out of 166 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%.