RSPS vs CGVV overlap
RSPS and CGVV overlap 4.7% by weight, across 4 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSPS: July 31, 2026, CGVV: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | RSPS | CGVV | Overlap |
|---|---|---|---|
| Philip Morris inPM | 3.15% | 1.92% | 1.92% |
| Altria Group Inc.MO | 2.82% | 1.25% | 1.25% |
| Constellation-aSTZ | 2.76% | 0.88% | 0.88% |
| Sysco Corp.SYY | 3.28% | 0.68% | 0.68% |
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: RSPS, SEC Form N-PORT, July 31, 2026; CGVV, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSPS | CGVV |
|---|---|---|
| Goldman Sachs Group Inc. | $9.6M | $552K |
| LPL Financial LLC | $4.8M | $4.5M |
| Envestnet Asset Management Inc. | $2.8M | $4.7M |
| Osaic Holdings, Inc. | $867K | $4.7M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $1.9M |
| Commonwealth Equity Services, LLC | $809K | $789K |
| Fearless Solutions, LLC dba Best Invest | $315K | $1.0M |
| Kestra Advisory Services, LLC | $349K | $262K |
| Royal Bank of Canada | $464K | $11K |
| Global Retirement Partners, LLC | $171K | $63K |
| Harbour Investments, Inc. | $95K | $87K |
| Integrated Wealth Concepts LLC | $39K | $127K |
| Capital Investment Advisory Services, LLC | $15K | $53K |
| NewEdge Advisors, LLC | $21K | $1K |
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: RSPS institutional holders, CGVV institutional holders.
Frequently asked questions
How much do RSPS and CGVV overlap?
4.7% by weight, with 4 holdings in common, using holdings for RSPS as of July 31, 2026 and CGVV as of May 31, 2026. The largest shared position is PM.
Do institutions hold both RSPS and CGVV?
14 Form 13F filers report positions in both, out of 136 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%.