RSMC vs IVOV overlap
RSMC and IVOV overlap 5.3% by weight, across 11 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSMC: July 31, 2026, IVOV: 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 | RSMC | IVOV | Overlap |
|---|---|---|---|
| TD Synnex Corp.SNX | 3.17% | 1.16% | 1.16% |
| Wesco IntlWCC | 1.84% | 1.04% | 1.04% |
| Jones LANG LasalJLL | 2.96% | 0.79% | 0.79% |
| BJ'S Wholesale CBJ | 2.79% | 0.66% | 0.66% |
| ONTO InnovationONTO | 1.78% | 0.40% | 0.40% |
| Applied INDU TECAIT | 2.51% | 0.30% | 0.30% |
| One Gas Inc.OGS | 2.14% | 0.28% | 0.28% |
| Mueller INDSMLI | 2.58% | 0.24% | 0.24% |
| SEI InvestmentsSEIC | 2.66% | 0.20% | 0.20% |
| Warner Music-aWMG | 1.89% | 0.13% | 0.13% |
| SLM Corp.SLM | 1.59% | 0.12% | 0.12% |
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; IVOV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSMC | IVOV |
|---|---|---|
| Rockefeller Capital Management L.P. | $617.6M | $22K |
| Envestnet Asset Management Inc. | $36.9M | $3.3M |
| StoneX Group Inc. | $28.2M | $327K |
| LPL Financial LLC | $1.6M | $17.6M |
| UBS Group AG | $25K | $12.3M |
| Wells Fargo & Company | $524K | $8.4M |
| Franklin Resources Inc. | $1.8M | $3.3M |
| JPMorgan Chase & Co | $956K | $3.4M |
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, IVOV institutional holders.
Frequently asked questions
How much do RSMC and IVOV overlap?
5.3% by weight, with 11 holdings in common, using holdings for RSMC as of July 31, 2026 and IVOV as of May 31, 2026. The largest shared position is SNX.
Do institutions hold both RSMC and IVOV?
8 Form 13F filers report positions in both, out of 181 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%.