RSPU vs BUSA overlap
RSPU and BUSA overlap 2.1% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPU | BUSA | Overlap |
|---|---|---|---|
| Evergy Inc.EVRG | 3.20% | 1.16% | 1.16% |
| Entergy Corp.ETR | 3.11% | 0.94% | 0.94% |
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: RSPU, SEC Form N-PORT, July 31, 2026; BUSA, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RSPU | BUSA |
|---|---|---|
| Hantz Financial Services, Inc. | $9K | $216.9M |
| Morgan Stanley | $17.8M | $17K |
| Cambridge Investment Research Advisors, Inc. | $13.7M | $688K |
| Osaic Holdings, Inc. | $10.0M | $75K |
| Kestra Advisory Services, LLC | $9.2M | $696K |
| Stifel Financial Corp. | $1.5M | $4.7M |
| Royal Bank of Canada | $1.5M | $4.4M |
| UBS Group AG | $4.0M | $135K |
| JPMorgan Chase & Co | $2.9M | $171K |
| Commonwealth Equity Services, LLC | $1.9M | $896K |
| Waverly Advisors, LLC | $993K | $1.5M |
| Goldman Sachs Group Inc. | $204K | $1.0M |
| Wedbush Securities Inc. | $325K | $252K |
| Steward Partners Investment Advisory, LLC | $220K | $18K |
| Harbor Investment Advisory, LLC | $22K | $27K |
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: RSPU institutional holders, BUSA institutional holders.
Frequently asked questions
How much do RSPU and BUSA overlap?
2.1% by weight, with 2 holdings in common, using holdings for RSPU as of July 31, 2026 and BUSA as of June 30, 2026. The largest shared position is EVRG.
Do institutions hold both RSPU and BUSA?
15 Form 13F filers report positions in both, out of 143 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%.