RPAR vs JSML overlap

RPAR and JSML overlap 0.0% by weight, across 1 shared holdings.

RPARJSML

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 1 shared holdings

RPAR0.0% of the fund is in shared holdings, of 140

JSML0.4% of the fund is in shared holdings, of 121

Top shared holdings

Holding	RPAR	JSML	Overlap
PLUG Power Inc.PLUG	0.02%	0.37%	0.02%

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: RPAR, SEC Form N-PORT, June 30, 2026; JSML, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 101 holding any

RPAR1.3% of its 13F dollars, 23.8% of its 21 holders

JSML17.9% of its 13F dollars, 5.9% of its 85 holders

Largest institutions holding both

Firm	RPAR	JSML
LPL Financial LLC	$1.4M	$32.0M
Royal Bank of Canada	$232K	$15.1M
Osaic Holdings, Inc.	$11K	$3.4M
Morgan Stanley	$1.9M	$154K
Geneos Wealth Management Inc.	$237K	$38K

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: RPAR institutional holders, JSML institutional holders.

Frequently asked questions

How much do RPAR and JSML overlap?

0.0% by weight, with 1 holdings in common, using holdings for RPAR as of June 30, 2026 and JSML as of July 31, 2026. The largest shared position is PLUG.

Do institutions hold both RPAR and JSML?

5 Form 13F filers report positions in both, out of 101 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%.