RAA vs HBTA overlap
RAA and HBTA overlap 17.1% by weight, across 74 shared holdings.
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Top shared holdings
| Holding | RAA | HBTA | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 1.35% | 7.82% | 1.35% |
| Apple Inc.AAPL | 1.19% | 7.07% | 1.19% |
| Micron TechMU | 0.96% | 2.61% | 0.96% |
| ADV Micro DeviceAMD | 0.74% | 1.91% | 0.74% |
| Microsoft Corp.MSFT | 0.72% | 1.60% | 0.72% |
| Amazon.COM Inc.AMZN | 0.72% | 3.00% | 0.72% |
| Tesla Inc.TSLA | 0.59% | 2.63% | 0.59% |
| Alphabet Inc.-aGOOGL | 0.59% | 7.38% | 0.59% |
| Intel Corp.INTC | 0.55% | 1.10% | 0.55% |
| Exxon Mobil Corp.XOM | 0.48% | 1.01% | 0.48% |
| META Platforms-aMETA | 0.47% | 1.96% | 0.47% |
| Broadcom Inc.AVGO | 0.47% | 4.65% | 0.47% |
| Walmart Inc.WMT | 0.44% | 1.53% | 0.44% |
| Applied MaterialAMAT | 0.43% | 0.84% | 0.43% |
| LAM ResearchLRCX | 0.42% | 0.94% | 0.42% |
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: RAA, SEC Form N-PORT, June 30, 2026; HBTA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RAA | HBTA |
|---|---|---|
| Brookwood Investment Group LLC | $1.2M | $294K |
| UBS Group AG | $29 | $30K |
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: RAA institutional holders, HBTA institutional holders.
Frequently asked questions
How much do RAA and HBTA overlap?
17.1% by weight, with 74 holdings in common, using holdings for RAA as of June 30, 2026 and HBTA as of May 31, 2026. The largest shared position is NVDA.
Do institutions hold both RAA and HBTA?
2 Form 13F filers report positions in both, out of 37 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%.