RSPS vs FLCC overlap
RSPS and FLCC overlap 3.4% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSPS: July 31, 2026, FLCC: 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 | FLCC | Overlap |
|---|---|---|---|
| Costco WholesaleCOST | 2.92% | 1.98% | 1.98% |
| Walmart Inc.WMT | 2.78% | 0.49% | 0.49% |
| Kimberly-ClarkKMB | 3.25% | 0.40% | 0.40% |
| Philip Morris inPM | 3.15% | 0.27% | 0.27% |
| Pepsico Inc.PEP | 2.92% | 0.22% | 0.22% |
| Kroger CoKR | 2.70% | 0.00% | 0.00% |
| Dollar Tree Inc.DLTR | 3.48% | 0.00% | 0.00% |
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; FLCC, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSPS | FLCC |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $2.3M | $6.7M |
| LPL Financial LLC | $4.8M | $2.5M |
| Cetera Investment Advisers | $5.8M | $430K |
| Raymond James Financial Inc. | $318K | $4.0M |
| Envestnet Asset Management Inc. | $2.8M | $881K |
| Truist Financial Corp. | $1.7M | $1.2M |
| UBS Group AG | $2.2M | $39K |
| Osaic Holdings, Inc. | $867K | $35 |
| Integrated Wealth Concepts LLC | $39K | $70K |
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, FLCC institutional holders.
Frequently asked questions
How much do RSPS and FLCC overlap?
3.4% by weight, with 7 holdings in common, using holdings for RSPS as of July 31, 2026 and FLCC as of May 31, 2026. The largest shared position is COST.
Do institutions hold both RSPS and FLCC?
9 Form 13F filers report positions in both, out of 132 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%.