RSPG vs JPUS overlap
RSPG and JPUS overlap 5.1% by weight, across 15 shared holdings.
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Top shared holdings
| Holding | RSPG | JPUS | Overlap |
|---|---|---|---|
| Valero EnergyVLO | 5.38% | 0.48% | 0.48% |
| Marathon PetroleMPC | 5.33% | 0.47% | 0.47% |
| Phillips 66PSX | 5.17% | 0.43% | 0.43% |
| Technipfmc PLCFTI | 4.54% | 0.40% | 0.40% |
| APA Corp.APA | 4.36% | 0.40% | 0.40% |
| Devon Energy CoDVN | 4.30% | 0.39% | 0.39% |
| Exxon Mobil Corp.XOM | 4.58% | 0.39% | 0.39% |
| Chevron Corp.CVX | 4.60% | 0.39% | 0.39% |
| ConocophillipsCOP | 4.46% | 0.37% | 0.37% |
| Williams COS Inc.WMB | 4.38% | 0.37% | 0.37% |
| Kinder Morgan inKMI | 4.48% | 0.36% | 0.36% |
| EOG ResourcesEOG | 4.70% | 0.32% | 0.32% |
| Baker Hughes CoBKR | 4.26% | 0.14% | 0.14% |
| Expand Energy CoEXE | 4.71% | 0.11% | 0.11% |
| EQT Corp.EQT | 4.49% | 0.07% | 0.07% |
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: RSPG, SEC Form N-PORT, July 31, 2026; JPUS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPG | JPUS |
|---|---|---|
| Morgan Stanley | $33.9M | $7.4M |
| UBS Group AG | $19.4M | $18.8M |
| Bank of America Corp. | $23.8M | $5.0M |
| Sanctuary Advisors, LLC | $4.1M | $24.0M |
| LPL Financial LLC | $14.4M | $10.3M |
| Raymond James Financial Inc. | $10.7M | $6.9M |
| Wealth Enhancement Advisory Services, LLC | $753K | $10.8M |
| Jones Financial Companies LLLP | $1.3M | $9.0M |
| JPMorgan Chase & Co | $3.9M | $6.2M |
| Ameriprise Financial Inc. | $1.0M | $8.9M |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $6.1M |
| Farther Finance Advisors, LLC | $7.0M | $1.6M |
| Wells Fargo & Company | $4.9M | $3.1M |
| Osaic Holdings, Inc. | $3.4M | $3.9M |
| Commonwealth Equity Services, LLC | $2.0M | $3.3M |
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: RSPG institutional holders, JPUS institutional holders.
Frequently asked questions
How much do RSPG and JPUS overlap?
5.1% by weight, with 15 holdings in common, using holdings for RSPG as of July 31, 2026 and JPUS as of July 31, 2026. The largest shared position is VLO.
Do institutions hold both RSPG and JPUS?
44 Form 13F filers report positions in both, out of 213 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%.