RSPG vs QVAL overlap
RSPG and QVAL overlap 16.2% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPG | QVAL | Overlap |
|---|---|---|---|
| Expand Energy CoEXE | 4.71% | 2.06% | 2.06% |
| Valero EnergyVLO | 5.38% | 2.04% | 2.04% |
| Marathon PetroleMPC | 5.33% | 2.03% | 2.03% |
| EQT Corp.EQT | 4.49% | 2.03% | 2.03% |
| Halliburton CoHAL | 3.60% | 2.02% | 2.02% |
| APA Corp.APA | 4.36% | 2.00% | 2.00% |
| Baker Hughes CoBKR | 4.26% | 1.99% | 1.99% |
| ConocophillipsCOP | 4.46% | 1.99% | 1.99% |
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; QVAL, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPG | QVAL |
|---|---|---|
| Morgan Stanley | $33.9M | $195K |
| Raymond James Financial Inc. | $10.7M | $10.4M |
| LPL Financial LLC | $14.4M | $5.1M |
| Ethos Financial Group, LLC | $2.9M | $12.0M |
| Waverly Advisors, LLC | $23K | $11.5M |
| Royal Bank of Canada | $2.7M | $6.1M |
| Farther Finance Advisors, LLC | $7.0M | $6K |
| Cambridge Investment Research Advisors, Inc. | $3.2M | $2.0M |
| Wells Fargo & Company | $4.9M | $37 |
| JPMorgan Chase & Co | $3.9M | $35K |
| Osaic Holdings, Inc. | $3.4M | $412K |
| Northwestern Mutual Wealth Management Co | $231K | $3.5M |
| Cetera Investment Advisers | $2.9M | $223K |
| Commonwealth Equity Services, LLC | $2.0M | $691K |
| Two Sigma Investments, LP | $1.8M | $393K |
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, QVAL institutional holders.
Frequently asked questions
How much do RSPG and QVAL overlap?
16.2% by weight, with 8 holdings in common, using holdings for RSPG as of July 31, 2026 and QVAL as of June 30, 2026. The largest shared position is EXE.
Do institutions hold both RSPG and QVAL?
20 Form 13F filers report positions in both, out of 199 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%.