RSPN vs JHML overlap
RSPN and JHML overlap 10.7% by weight, across 81 shared holdings.
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Top shared holdings
| Holding | RSPN | JHML | Overlap |
|---|---|---|---|
| Caterpillar Inc.CAT | 1.13% | 0.72% | 0.72% |
| General ElectricGE | 1.34% | 0.40% | 0.40% |
| RTX Corp.RTX | 1.44% | 0.36% | 0.36% |
| Vertiv Holding-aVRT | 1.02% | 0.31% | 0.31% |
| Cummins Inc.CMI | 1.19% | 0.28% | 0.28% |
| Deere & CoDE | 1.25% | 0.27% | 0.27% |
| GE Vernova Inc.GEV | 1.35% | 0.26% | 0.26% |
| United RentalsURI | 1.21% | 0.25% | 0.25% |
| Union PAC Corp.UNP | 1.30% | 0.24% | 0.24% |
| Eaton Corp. PLCETN | 1.31% | 0.23% | 0.23% |
| Quanta ServicesPWR | 1.21% | 0.22% | 0.22% |
| Trane TechnologiTT | 1.20% | 0.22% | 0.22% |
| Waste ManagementWM | 1.20% | 0.20% | 0.20% |
| Parker HannifinPH | 1.32% | 0.20% | 0.20% |
| Rockwell AutomatROK | 1.29% | 0.20% | 0.20% |
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; JHML, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPN | JHML |
|---|---|---|
| JPMorgan Chase & Co | $210.4M | $1.4M |
| Ameriprise Financial Inc. | $21.0M | $119.1M |
| Goldman Sachs Group Inc. | $125.6M | $1.8M |
| LPL Financial LLC | $24.1M | $88.7M |
| Bank of America Corp. | $69.1M | $25.1M |
| Wells Fargo & Company | $15.8M | $74.4M |
| Morgan Stanley | $32.3M | $37.7M |
| Raymond James Financial Inc. | $15.7M | $44.6M |
| Commonwealth Equity Services, LLC | $406K | $42.8M |
| Envestnet Asset Management Inc. | $6.5M | $30.5M |
| Kestra Advisory Services, LLC | $4.8M | $26.5M |
| Cetera Investment Advisers | $5.5M | $22.4M |
| Royal Bank of Canada | $20.4M | $610K |
| Jones Financial Companies LLLP | $2.2M | $18.1M |
| Simplicity Wealth,LLC | $341K | $17.4M |
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, JHML institutional holders.
Frequently asked questions
How much do RSPN and JHML overlap?
10.7% by weight, with 81 holdings in common, using holdings for RSPN as of July 31, 2026 and JHML as of June 30, 2026. The largest shared position is CAT.
Do institutions hold both RSPN and JHML?
42 Form 13F filers report positions in both, out of 236 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%.