RESM vs ACTS overlap

RESM and ACTS overlap 1.1% by weight, across 4 shared holdings.

RESMACTS

Pick 2 to 4 ETFs.

1.1%

overlap by weight, across 4 shared holdings

RESM1.1% of the fund is in shared holdings, of 1,037

ACTS11.8% of the fund is in shared holdings, of 34

Top shared holdings

Holding	RESM	ACTS	Overlap
Firstcash HoldinFCFS	0.43%	4.69%	0.43%
Interdigital Inc.IDCC	0.38%	2.82%	0.38%
Stride Inc.LRN	0.14%	2.58%	0.14%
Gulfport EnergyGPOR	0.12%	1.69%	0.12%

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: RESM, SEC Form N-PORT, June 30, 2026; ACTS, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 6 holding any

RESM0.9% of its 13F dollars, 25.0% of its 4 holders

ACTS0.1% of its 13F dollars, 33.3% of its 3 holders

Largest institutions holding both

Firm	RESM	ACTS
Creative Financial Designs Inc.	$32K	$3K

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: RESM institutional holders, ACTS institutional holders.

Frequently asked questions

How much do RESM and ACTS overlap?

1.1% by weight, with 4 holdings in common, using holdings for RESM as of June 30, 2026 and ACTS as of June 30, 2026. The largest shared position is FCFS.

Do institutions hold both RESM and ACTS?

1 Form 13F filers report positions in both, out of 6 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%.