RWO vs RSPN overlap
RWO and RSPN overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: RWO, SEC Form N-PORT, June 30, 2026; RSPN, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RWO | RSPN |
|---|---|---|
| JPMorgan Chase & Co | $274K | $210.4M |
| Bank of America Corp. | $78.0M | $69.1M |
| Goldman Sachs Group Inc. | $19.7M | $125.6M |
| Bank of New York Mellon Corp | $79.2M | $8.6M |
| Morgan Stanley | $25.2M | $32.3M |
| Raymond James Financial Inc. | $23.4M | $15.7M |
| LPL Financial LLC | $13.3M | $24.1M |
| Envestnet Asset Management Inc. | $28.2M | $6.5M |
| Royal Bank of Canada | $2.7M | $20.4M |
| Wells Fargo & Company | $1.4M | $15.8M |
| Mariner, LLC | $15.2M | $337K |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $5.0M |
| Jones Financial Companies LLLP | $11.0M | $2.2M |
| NewEdge Advisors, LLC | $204K | $11.2M |
| Strategic Wealth Partners, Ltd. | $8K | $10.4M |
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: RWO institutional holders, RSPN institutional holders.
Frequently asked questions
How much do RWO and RSPN overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWO as of June 30, 2026 and RSPN as of July 31, 2026.
Do institutions hold both RWO and RSPN?
58 Form 13F filers report positions in both, out of 320 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%.