RSPM vs ALTL overlap
RSPM and ALTL overlap 2.2% by weight, across 3 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPM | ALTL | Overlap |
|---|---|---|---|
| Freeport-McMoranFCX | 3.72% | 1.02% | 1.02% |
| CRH PLCCRH | 3.50% | 0.63% | 0.63% |
| Albemarle Corp.ALB | 2.94% | 0.53% | 0.53% |
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: RSPM, SEC Form N-PORT, July 31, 2026; ALTL, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPM | ALTL |
|---|---|---|
| Bank of America Corp. | $11.9M | $7.9M |
| Geneos Wealth Management Inc. | $18K | $14.4M |
| Cetera Investment Advisers | $7.6M | $1.4M |
| Morgan Stanley | $2.9M | $4.8M |
| LPL Financial LLC | $3.9M | $2.7M |
| Raymond James Financial Inc. | $4.4M | $292K |
| Royal Bank of Canada | $3.1M | $1.5M |
| Susquehanna International Group, LLP | $313K | $2.3M |
| Envestnet Asset Management Inc. | $427K | $1.7M |
| Cambridge Investment Research Advisors, Inc. | $988K | $922K |
| Summit Financial, LLC | $298K | $1.4M |
| Osaic Holdings, Inc. | $892K | $829K |
| Steward Partners Investment Advisory, LLC | $38K | $1.5M |
| Northwestern Mutual Wealth Management Co | $19K | $985K |
| UBS Group AG | $662K | $330K |
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: RSPM institutional holders, ALTL institutional holders.
Frequently asked questions
How much do RSPM and ALTL overlap?
2.2% by weight, with 3 holdings in common, using holdings for RSPM as of July 31, 2026 and ALTL as of July 31, 2026. The largest shared position is FCX.
Do institutions hold both RSPM and ALTL?
23 Form 13F filers report positions in both, out of 92 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%.