RSPD vs GQI overlap
15 institutions report holding both RSPD and GQI.
RSPDGQI
Pick 2 to 4 ETFs.
We don’t have holdings for GQI. 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.
15
institutions report holding both, of 118 holding any
RSPD22.5% of its 13F dollars, 17.1% of its 88 holders
GQI55.8% of its 13F dollars, 33.3% of its 45 holders
Largest institutions holding both
| Firm | RSPD | GQI |
|---|---|---|
| LPL Financial LLC | $5.1M | $42.2M |
| HighTower Advisors, LLC | $6.0M | $24.3M |
| Raymond James Financial Inc. | $8.7M | $6.5M |
| Royal Bank of Canada | $4.1M | $5.3M |
| Morgan Stanley | $8.2M | $18K |
| Commonwealth Equity Services, LLC | $258K | $3.8M |
| Farther Finance Advisors, LLC | $3.0M | $9K |
| Osaic Holdings, Inc. | $111K | $2.8M |
| Global Retirement Partners, LLC | $128K | $2.0M |
| Sanctuary Advisors, LLC | $567K | $1.4M |
| Jane Street Group, LLC | $377K | $701K |
| Private Advisor Group, LLC | $297K | $295K |
| Jones Financial Companies LLLP | $223K | $638 |
| Fifth Third Bancorp | $27K | $142K |
| Integrated Wealth Concepts LLC | $64K | $36K |
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: RSPD institutional holders, GQI institutional holders.
Frequently asked questions
Do institutions hold both RSPD and GQI?
15 Form 13F filers report positions in both, out of 118 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%.