RSMC vs IMCV overlap

RSMC and IMCV overlap 0.3% by weight, across 2 shared holdings.

RSMCIMCV

Pick 2 to 4 ETFs.

0.3%

overlap by weight, across 2 shared holdings

RSMC5.0% of the fund is in shared holdings, of 45

IMCV0.3% of the fund is in shared holdings, of 270

Top shared holdings

Holding	RSMC	IMCV	Overlap
TD Synnex Corp.SNX	3.17%	0.17%	0.17%
Wesco IntlWCC	1.84%	0.14%	0.14%

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: RSMC, SEC Form N-PORT, July 31, 2026; IMCV, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 180 holding any

RSMC5.7% of its 13F dollars, 29.4% of its 17 holders

IMCV12.6% of its 13F dollars, 3.0% of its 168 holders

Largest institutions holding both

Firm	RSMC	IMCV
Envestnet Asset Management Inc.	$36.9M	$11.5M
LPL Financial LLC	$1.6M	$39.7M
Wells Fargo & Company	$524K	$22.7M
UBS Group AG	$25K	$17.5M
JPMorgan Chase & Co	$956K	$1.2M

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: RSMC institutional holders, IMCV institutional holders.

Frequently asked questions

How much do RSMC and IMCV overlap?

0.3% by weight, with 2 holdings in common, using holdings for RSMC as of July 31, 2026 and IMCV as of July 31, 2026. The largest shared position is SNX.

Do institutions hold both RSMC and IMCV?

5 Form 13F filers report positions in both, out of 180 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%.