RODM vs APIE overlap
RODM and APIE overlap 3.0% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RODM: July 31, 2026, APIE: May 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
| Holding | RODM | APIE | Overlap |
|---|---|---|---|
| ASML Holding-NYASML | 1.08% | 1.87% | 1.08% |
| Astrazeneca PLCAZN | 0.65% | 1.08% | 0.65% |
| GSK PLCGSK | 0.85% | 0.34% | 0.34% |
| British American TOB-SP ADR Depositary ReceiptBTI | 0.28% | 0.58% | 0.28% |
| Nokia Corp. SPON ADRNOK | 0.77% | 0.26% | 0.26% |
| BP PLCBP | 0.24% | 0.35% | 0.24% |
| Ryanair Holdings PLC SPON ADRRYAAY | 0.36% | 0.11% | 0.11% |
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: RODM, SEC Form N-PORT, July 31, 2026; APIE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RODM | APIE |
|---|---|---|
| Envestnet Asset Management Inc. | $2.5M | $512.9M |
| Morgan Stanley | $130.7M | $164K |
| LPL Financial LLC | $43.7M | $41.1M |
| Mariner, LLC | $38.1M | $715K |
| UBS Group AG | $31.2M | $86K |
| Principal Securities, Inc. | $565K | $29.3M |
| Cetera Investment Advisers | $15.3M | $9.6M |
| MML Investors Services, LLC | $639K | $18.4M |
| &Partners | $7.3M | $9.1M |
| Osaic Holdings, Inc. | $700K | $8.3M |
| Cambridge Investment Research Advisors, Inc. | $4.1M | $786K |
| Jane Street Group, LLC | $4.0M | $703K |
| World Investment Advisors | $3.0M | $1.6M |
| NewEdge Advisors, LLC | $3.2M | $622K |
| Commonwealth Equity Services, LLC | $2.1M | $710K |
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: RODM institutional holders, APIE institutional holders.
Frequently asked questions
How much do RODM and APIE overlap?
3.0% by weight, with 7 holdings in common, using holdings for RODM as of July 31, 2026 and APIE as of May 31, 2026. The largest shared position is ASML.
Do institutions hold both RODM and APIE?
21 Form 13F filers report positions in both, out of 155 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%.