RGLO vs FISR overlap
RGLO and FISR 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: RGLO, SEC Form N-PORT, June 30, 2026; FISR, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RGLO | FISR |
|---|---|---|
| Envestnet Asset Management Inc. | $181.2M | $66.9M |
| LPL Financial LLC | $90.3M | $90.9M |
| Envestnet Portfolio Solutions, Inc. | $1.2M | $89.6M |
| Principal Securities, Inc. | $1.4M | $4.8M |
| MML Investors Services, LLC | $685K | $3.7M |
| Sanctuary Advisors, LLC | $1.5M | $1.7M |
| Harbour Investments, Inc. | $157K | $3.0M |
| Lockerman Financial Group, Inc. | $232K | $2.9M |
| Citadel Advisors LLC | $1.6M | $248K |
| World Investment Advisors | $305K | $723K |
| Osaic Holdings, Inc. | $125K | $189K |
| Integrated Wealth Concepts LLC | $38K | $64K |
| Rossby Financial, LCC | $53K | $2K |
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: RGLO institutional holders, FISR institutional holders.
Frequently asked questions
How much do RGLO and FISR overlap?
0.0% by weight, with 0 holdings in common, using holdings for RGLO as of June 30, 2026 and FISR as of June 30, 2026.
Do institutions hold both RGLO and FISR?
13 Form 13F filers report positions in both, out of 93 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%.