RSPF vs ESUM overlap
RSPF and ESUM overlap 10.8% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPF | ESUM | Overlap |
|---|---|---|---|
| American ExpressAXP | 1.29% | 1.29% | 1.29% |
| Truist FinancialTFC | 1.25% | 1.03% | 1.03% |
| Progressive Corp.PGR | 1.24% | 0.97% | 0.97% |
| Aflac Inc.AFL | 1.31% | 0.95% | 0.95% |
| Nasdaq Inc.NDAQ | 1.30% | 0.93% | 0.93% |
| Moody's Corp.MCO | 1.27% | 0.93% | 0.93% |
| S&P Global Inc.SPGI | 1.21% | 0.86% | 0.86% |
| Fifth Third BANCFITB | 1.29% | 0.79% | 0.79% |
| Arthur J GallaghAJG | 1.36% | 0.63% | 0.63% |
| MSCI Inc.MSCI | 1.13% | 0.58% | 0.58% |
| Huntington BANCHBAN | 1.22% | 0.48% | 0.48% |
| Regions FinanciaRF | 1.30% | 0.48% | 0.48% |
| Cincinnati FINCINF | 1.28% | 0.40% | 0.40% |
| Global PaymentsGPN | 1.62% | 0.17% | 0.17% |
| CBOE Global MarkCBOE | 1.24% | 0.17% | 0.17% |
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: RSPF, SEC Form N-PORT, July 31, 2026; ESUM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPF | ESUM |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.0M | $7.3M |
| LPL Financial LLC | $2.4M | $4.5M |
| Geneos Wealth Management Inc. | $947K | $4.9M |
| Jones Financial Companies LLLP | $986K | $3.6M |
| Kestra Advisory Services, LLC | $508K | $3.4M |
| Raymond James Financial Inc. | $2.0M | $390K |
| IFP Advisors, Inc | $29K | $1.5M |
| Osaic Holdings, Inc. | $1.2M | $266K |
| Silver Oak Securities, Incorporated | $1.1M | $32K |
| Sanctuary Advisors, LLC | $201K | $266K |
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: RSPF institutional holders, ESUM institutional holders.
Frequently asked questions
How much do RSPF and ESUM overlap?
10.8% by weight, with 16 holdings in common, using holdings for RSPF as of July 31, 2026 and ESUM as of July 31, 2026. The largest shared position is AXP.
Do institutions hold both RSPF and ESUM?
10 Form 13F filers report positions in both, out of 135 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%.