RSPT vs APUE overlap
RSPT and APUE overlap 19.4% by weight, across 62 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSPT: July 31, 2026, APUE: 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 | RSPT | APUE | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 1.60% | 4.70% | 1.60% |
| Apple Inc.AAPL | 1.45% | 6.42% | 1.45% |
| Broadcom Inc.AVGO | 1.43% | 2.98% | 1.43% |
| Nvidia Corp.NVDA | 1.37% | 6.85% | 1.37% |
| Micron TechMU | 1.26% | 1.56% | 1.26% |
| ADV Micro DeviceAMD | 1.44% | 1.19% | 1.19% |
| Cisco SystemsCSCO | 1.33% | 0.66% | 0.66% |
| Intel Corp.INTC | 1.15% | 0.65% | 0.65% |
| LAM ResearchLRCX | 1.24% | 0.59% | 0.59% |
| Oracle Corp.ORCL | 0.88% | 0.55% | 0.55% |
| Applied MaterialAMAT | 1.40% | 0.53% | 0.53% |
| Palantir Techn-aPLTR | 1.29% | 0.48% | 0.48% |
| IBMIBM | 1.12% | 0.43% | 0.43% |
| Qualcomm Inc.QCOM | 1.05% | 0.42% | 0.42% |
| KLA Corp.KLAC | 1.17% | 0.39% | 0.39% |
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: RSPT, SEC Form N-PORT, July 31, 2026; APUE, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSPT | APUE |
|---|---|---|
| Envestnet Asset Management Inc. | $19.1M | $1.2B |
| Envestnet Portfolio Solutions, Inc. | $621K | $1.1B |
| LPL Financial LLC | $128.6M | $95.3M |
| Morgan Stanley | $185.2M | $1.0M |
| UBS Group AG | $94.3M | $20K |
| Royal Bank of Canada | $78.9M | $140K |
| Osaic Holdings, Inc. | $55.0M | $18.7M |
| JPMorgan Chase & Co | $72.4M | $613K |
| Principal Securities, Inc. | $1.5M | $68.6M |
| MML Investors Services, LLC | $6.5M | $42.6M |
| Cetera Investment Advisers | $24.6M | $22.4M |
| B. Riley Wealth Advisors, Inc. | $631K | $23.4M |
| Commonwealth Equity Services, LLC | $21.8M | $1.2M |
| &Partners | $1.8M | $20.6M |
| Park Avenue Securities LLC | $5.5M | $15.1M |
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: RSPT institutional holders, APUE institutional holders.
Frequently asked questions
How much do RSPT and APUE overlap?
19.4% by weight, with 62 holdings in common, using holdings for RSPT as of July 31, 2026 and APUE as of May 31, 2026. The largest shared position is MSFT.
Do institutions hold both RSPT and APUE?
39 Form 13F filers report positions in both, out of 522 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%.