RSPN vs FGD overlap
RSPN and FGD overlap 1.0% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPN | FGD | Overlap |
|---|---|---|---|
| United Parcel-BUPS | 1.19% | 0.96% | 0.96% |
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: RSPN, SEC Form N-PORT, July 31, 2026; FGD, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPN | FGD |
|---|---|---|
| JPMorgan Chase & Co | $210.4M | $61K |
| LPL Financial LLC | $24.1M | $176.8M |
| Wells Fargo & Company | $15.8M | $123.9M |
| Bank of America Corp. | $69.1M | $45.1M |
| Morgan Stanley | $32.3M | $58.5M |
| UBS Group AG | $9.1M | $46.0M |
| Raymond James Financial Inc. | $15.7M | $39.3M |
| Ameriprise Financial Inc. | $21.0M | $24.2M |
| Royal Bank of Canada | $20.4M | $17.9M |
| Cetera Investment Advisers | $5.5M | $16.6M |
| Envestnet Asset Management Inc. | $6.5M | $14.9M |
| AE Wealth Management LLC | $145K | $19.9M |
| Janney Montgomery Scott LLC | $484K | $17.0M |
| Commonwealth Equity Services, LLC | $406K | $17.0M |
| Cambridge Investment Research Advisors, Inc. | $5.0M | $8.2M |
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: RSPN institutional holders, FGD institutional holders.
Frequently asked questions
How much do RSPN and FGD overlap?
1.0% by weight, with 1 holdings in common, using holdings for RSPN as of July 31, 2026 and FGD as of June 30, 2026. The largest shared position is UPS.
Do institutions hold both RSPN and FGD?
65 Form 13F filers report positions in both, out of 312 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%.