RSEE vs OVT overlap

RSEE and OVT overlap 0.0% by weight, across 0 shared holdings.

RSEEOVT

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RSEE0.0% of the fund is in shared holdings, of 6

OVT0.0% of the fund is in shared holdings, of 1

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: RSEE, SEC Form N-PORT, June 30, 2026; OVT, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 28 holding any

RSEE3.8% of its 13F dollars, 14.3% of its 14 holders

OVT0.3% of its 13F dollars, 12.5% of its 16 holders

Largest institutions holding both

Firm	RSEE	OVT
Wells Fargo & Company	$1.9M	$159K
AE Wealth Management LLC	$356	$19K

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: RSEE institutional holders, OVT institutional holders.

Frequently asked questions

How much do RSEE and OVT overlap?

0.0% by weight, with 0 holdings in common, using holdings for RSEE as of June 30, 2026 and OVT as of May 31, 2026.

Do institutions hold both RSEE and OVT?

2 Form 13F filers report positions in both, out of 28 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%.