RSPH vs AAEQ overlap
RSPH and AAEQ overlap 8.7% by weight, across 40 shared holdings.
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Top shared holdings
| Holding | RSPH | AAEQ | Overlap |
|---|---|---|---|
| ELI Lilly & CoLLY | 1.57% | 1.64% | 1.57% |
| Johnson&JohnsonJNJ | 1.67% | 1.05% | 1.05% |
| Abbvie Inc.ABBV | 1.73% | 0.75% | 0.75% |
| Unitedhealth GRPUNH | 1.57% | 0.65% | 0.65% |
| Merck & CoMRK | 1.69% | 0.54% | 0.54% |
| Amgen Inc.AMGN | 1.77% | 0.33% | 0.33% |
| Thermo FisherTMO | 1.84% | 0.32% | 0.32% |
| Gilead SciencesGILD | 1.66% | 0.26% | 0.26% |
| Intuitive SurgicISRG | 1.33% | 0.24% | 0.24% |
| Vertex PharmVRTX | 1.69% | 0.23% | 0.23% |
| Pfizer Inc.PFE | 1.51% | 0.23% | 0.23% |
| CVS Health Corp.CVS | 1.65% | 0.22% | 0.22% |
| Danaher Corp.DHR | 1.64% | 0.21% | 0.21% |
| McKesson Corp.MCK | 1.68% | 0.16% | 0.16% |
| Elevance HealthELV | 1.44% | 0.14% | 0.14% |
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: RSPH, SEC Form N-PORT, July 31, 2026; AAEQ, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPH | AAEQ |
|---|---|---|
| Beacon Pointe Advisors, LLC | $1.2M | $19.1M |
| Royal Bank of Canada | $9.2M | $1.6M |
| United Capital Financial Advisors, LLC | $265K | $4.4M |
| Farther Finance Advisors, LLC | $4.2M | $182K |
| UBS Group AG | $3.7M | $24K |
| Quantinno Capital Management LP | $864K | $2.8M |
| Creative Planning | $2.7M | $758K |
| Mercer Global Advisors Inc. | $704K | $936K |
| Blair William & Co | $221K | $808K |
| Cerity Partners LLC | $294K | $499K |
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: RSPH institutional holders, AAEQ institutional holders.
Frequently asked questions
How much do RSPH and AAEQ overlap?
8.7% by weight, with 40 holdings in common, using holdings for RSPH as of July 31, 2026 and AAEQ as of June 30, 2026. The largest shared position is LLY.
Do institutions hold both RSPH and AAEQ?
10 Form 13F filers report positions in both, out of 220 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%.