RSPU vs FDRR overlap
RSPU and FDRR overlap 2.1% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RSPU | FDRR | Overlap |
|---|---|---|---|
| Nextera EnergyNEE | 3.26% | 0.41% | 0.41% |
| Southern CoSO | 3.21% | 0.32% | 0.32% |
| DUKE Energy Corp.DUK | 3.20% | 0.30% | 0.30% |
| American ElectriAEP | 3.18% | 0.27% | 0.27% |
| Exelon Corp.EXC | 3.21% | 0.23% | 0.23% |
| Edison IntlEIX | 3.28% | 0.22% | 0.22% |
| Eversource EnergES | 3.30% | 0.21% | 0.21% |
| AES Corp.AES | 3.20% | 0.16% | 0.16% |
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; FDRR, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPU | FDRR |
|---|---|---|
| Ameritas Advisory Services, LLC | $425K | $70.9M |
| LPL Financial LLC | $48.2M | $18.7M |
| Bank of America Corp. | $34.1M | $15.3M |
| Cambridge Investment Research Advisors, Inc. | $13.7M | $12.0M |
| Morgan Stanley | $17.8M | $4.7M |
| Osaic Holdings, Inc. | $10.0M | $7.7M |
| Raymond James Financial Inc. | $13.3M | $3.1M |
| Kestra Advisory Services, LLC | $9.2M | $3.5M |
| Commonwealth Equity Services, LLC | $1.9M | $9.4M |
| Envestnet Asset Management Inc. | $2.5M | $8.4M |
| Cetera Investment Advisers | $1.9M | $7.0M |
| UBS Group AG | $4.0M | $4.1M |
| NewEdge Advisors, LLC | $1.9M | $5.8M |
| JPMorgan Chase & Co | $2.9M | $3.8M |
| FMR LLC | $133K | $5.7M |
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, FDRR institutional holders.
Frequently asked questions
How much do RSPU and FDRR overlap?
2.1% by weight, with 8 holdings in common, using holdings for RSPU as of July 31, 2026 and FDRR as of July 31, 2026. The largest shared position is NEE.
Do institutions hold both RSPU and FDRR?
47 Form 13F filers report positions in both, out of 198 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%.