RSDE vs RFLR overlap
9 institutions report holding both RSDE and RFLR.
RSDERFLR
Pick 2 to 4 ETFs.
We don’t have holdings for RSDE, RFLR. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
9
institutions report holding both, of 54 holding any
RSDE12.3% of its 13F dollars, 32.1% of its 28 holders
RFLR30.9% of its 13F dollars, 25.7% of its 35 holders
Largest institutions holding both
| Firm | RSDE | RFLR |
|---|---|---|
| Envestnet Asset Management Inc. | $1.4M | $10.1M |
| Osaic Holdings, Inc. | $1.4M | $1.7M |
| Farther Finance Advisors, LLC | $2.4M | $402K |
| Susquehanna International Group, LLP | $434K | $2.4M |
| Brookstone Capital Management | $793K | $1.1M |
| Commonwealth Equity Services, LLC | $488K | $978K |
| Kingsview Wealth Management, LLC | $309K | $551K |
| Capital Investment Advisory Services, LLC | $29K | $479K |
| Harbour Investments, Inc. | $50K | $235K |
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: RSDE institutional holders, RFLR institutional holders.
Frequently asked questions
Do institutions hold both RSDE and RFLR?
9 Form 13F filers report positions in both, out of 54 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%.