RSPC vs BGDV overlap

RSPC and BGDV overlap 4.3% by weight, across 2 shared holdings.

RSPCBGDV

Pick 2 to 4 ETFs.

4.3%

overlap by weight, across 2 shared holdings

RSPC7.1% of the fund is in shared holdings, of 25

BGDV4.9% of the fund is in shared holdings, of 52

Top shared holdings

Holding	RSPC	BGDV	Overlap
Alphabet Inc.-aGOOGL	2.57%	3.20%	2.57%
META Platforms-aMETA	4.52%	1.72%	1.72%

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: RSPC, SEC Form N-PORT, July 31, 2026; BGDV, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 50 holding any

RSPC1.7% of its 13F dollars, 6.7% of its 45 holders

BGDV5.3% of its 13F dollars, 37.5% of its 8 holders

Largest institutions holding both

Firm	RSPC	BGDV
LPL Financial LLC	$569K	$2.2M
Royal Bank of Canada	$269K	$193K
JPMorgan Chase & Co	$1K	$151K

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: RSPC institutional holders, BGDV institutional holders.

Frequently asked questions

How much do RSPC and BGDV overlap?

4.3% by weight, with 2 holdings in common, using holdings for RSPC as of July 31, 2026 and BGDV as of June 30, 2026. The largest shared position is GOOGL.

Do institutions hold both RSPC and BGDV?

3 Form 13F filers report positions in both, out of 50 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%.