RSPU vs REVS overlap
RSPU and REVS overlap 3.7% by weight, across 13 shared holdings.
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Top shared holdings
| Holding | RSPU | REVS | Overlap |
|---|---|---|---|
| Nextera EnergyNEE | 3.26% | 1.22% | 1.22% |
| Entergy Corp.ETR | 3.11% | 0.33% | 0.33% |
| Exelon Corp.EXC | 3.21% | 0.31% | 0.31% |
| CONS Edison Inc.ED | 3.23% | 0.27% | 0.27% |
| PG&E Corp.PCG | 3.32% | 0.26% | 0.26% |
| Ameren Corp.AEE | 3.22% | 0.21% | 0.21% |
| Atmos EnergyATO | 3.26% | 0.19% | 0.19% |
| Edison IntlEIX | 3.28% | 0.19% | 0.19% |
| Eversource EnergES | 3.30% | 0.19% | 0.19% |
| Firstenergy Corp.FE | 3.32% | 0.18% | 0.18% |
| CMS Energy Corp.CMS | 3.13% | 0.15% | 0.15% |
| Evergy Inc.EVRG | 3.20% | 0.13% | 0.13% |
| AES Corp.AES | 3.20% | 0.07% | 0.07% |
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; REVS, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSPU | REVS |
|---|---|---|
| LPL Financial LLC | $48.2M | $137.3M |
| MML Investors Services, LLC | $532K | $48.9M |
| Raymond James Financial Inc. | $13.3M | $18.2M |
| Morgan Stanley | $17.8M | $95K |
| Cambridge Investment Research Advisors, Inc. | $13.7M | $2.2M |
| Envestnet Asset Management Inc. | $2.5M | $11.4M |
| Osaic Holdings, Inc. | $10.0M | $450K |
| Cetera Investment Advisers | $1.9M | $6.9M |
| Arax Advisory Partners | $41K | $7.5M |
| Commonwealth Equity Services, LLC | $1.9M | $2.1M |
| Wealth Enhancement Advisory Services, LLC | $211K | $3.7M |
| NewEdge Advisors, LLC | $1.9M | $1.6M |
| Jones Financial Companies LLLP | $3.4M | $2K |
| JPMorgan Chase & Co | $2.9M | $23K |
| World Investment Advisors | $1.5M | $1.3M |
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, REVS institutional holders.
Frequently asked questions
How much do RSPU and REVS overlap?
3.7% by weight, with 13 holdings in common, using holdings for RSPU as of July 31, 2026 and REVS as of July 31, 2026. The largest shared position is NEE.
Do institutions hold both RSPU and REVS?
23 Form 13F filers report positions in both, out of 147 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%.