SPHD vs RPG overlap
SPHD and RPG overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (SPHD: May 31, 2026, RPG: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
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: SPHD, SEC Form N-PORT, May 31, 2026; RPG, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SPHD | RPG |
|---|---|---|
| LPL Financial LLC | $110.1M | $98.7M |
| Morgan Stanley | $82.5M | $87.2M |
| Bank of America Corp. | $67.5M | $57.0M |
| Brookstone Capital Management | $114.2M | $347K |
| Wells Fargo & Company | $24.6M | $55.7M |
| Raymond James Financial Inc. | $35.5M | $29.6M |
| Royal Bank of Canada | $35.2M | $20.5M |
| UBS Group AG | $29.1M | $26.4M |
| Cambridge Investment Research Advisors, Inc. | $20.8M | $19.2M |
| Private Advisor Group, LLC | $21.6M | $17.9M |
| HighTower Advisors, LLC | $1.4M | $34.6M |
| JPMorgan Chase & Co | $11.0M | $22.3M |
| Osaic Holdings, Inc. | $12.2M | $19.1M |
| Ameriprise Financial Inc. | $23.5M | $5.7M |
| Commonwealth Equity Services, LLC | $12.0M | $16.6M |
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: SPHD institutional holders, RPG institutional holders.
Frequently asked questions
How much do SPHD and RPG overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPHD as of May 31, 2026 and RPG as of July 31, 2026.
Do institutions hold both SPHD and RPG?
141 Form 13F filers report positions in both, out of 537 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%.