RWX vs FLRG overlap
RWX and FLRG 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: RWX, SEC Form N-PORT, June 30, 2026; FLRG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RWX | FLRG |
|---|---|---|
| AE Wealth Management LLC | $18 | $83.3M |
| Morgan Stanley | $17.4M | $521K |
| Wealth Enhancement Advisory Services, LLC | $248K | $7.4M |
| Wells Fargo & Company | $5.9M | $10K |
| Susquehanna International Group, LLP | $2.9M | $1.5M |
| Kestra Advisory Services, LLC | $1.5M | $2.1M |
| UBS Group AG | $2.7M | $195K |
| Citadel Advisors LLC | $254K | $1.9M |
| Osaic Holdings, Inc. | $49K | $1.5M |
| Bank of Montreal | $1.1M | $20K |
| LPL Financial LLC | $548K | $560K |
| FMR LLC | $2K | $944K |
| Cetera Investment Advisers | $410K | $389K |
| Mutual Advisors, LLC | $296K | $313K |
| Jane Street Group, LLC | $239K | $283K |
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: RWX institutional holders, FLRG institutional holders.
Frequently asked questions
How much do RWX and FLRG overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWX as of June 30, 2026 and FLRG as of July 31, 2026.
Do institutions hold both RWX and FLRG?
25 Form 13F filers report positions in both, out of 138 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%.