RFDA vs ACEP overlap
RFDA and ACEP overlap 19.7% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RFDA | ACEP | Overlap |
|---|---|---|---|
| IBMIBM | 3.30% | 2.84% | 2.84% |
| JPMorgan ChaseJPM | 2.71% | 3.24% | 2.71% |
| Johnson&JohnsonJNJ | 2.82% | 2.40% | 2.40% |
| Hewlett PackaHPE | 2.82% | 2.40% | 2.40% |
| Apple Inc.AAPL | 2.21% | 2.24% | 2.21% |
| Bristol-MYER SQBBMY | 1.82% | 2.52% | 1.82% |
| Qualcomm Inc.QCOM | 1.74% | 3.45% | 1.74% |
| Southern CopperSCCO | 0.99% | 3.40% | 0.99% |
| RTX Corp.RTX | 0.91% | 2.66% | 0.91% |
| McDonalds Corp.MCD | 0.87% | 2.74% | 0.87% |
| Comcast Corp.-aCMCSA | 0.81% | 1.10% | 0.81% |
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: RFDA, SEC Form N-PORT, May 31, 2026; ACEP, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | RFDA | ACEP |
|---|---|---|
| NewEdge Advisors, LLC | $59K | $4.7M |
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: RFDA institutional holders, ACEP institutional holders.
Frequently asked questions
How much do RFDA and ACEP overlap?
19.7% by weight, with 11 holdings in common, using holdings for RFDA as of May 31, 2026 and ACEP as of May 29, 2026. The largest shared position is IBM.
Do institutions hold both RFDA and ACEP?
1 Form 13F filers report positions in both, out of 29 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%.