RSSL vs BOTZ overlap
RSSL and BOTZ overlap 0.5% by weight, across 8 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSSL: July 31, 2026, BOTZ: 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 | RSSL | BOTZ | Overlap |
|---|---|---|---|
| JBT Marel Corp.JBTM | 0.24% | 1.41% | 0.24% |
| Ouster Inc.OUST | 0.08% | 0.58% | 0.08% |
| Omnicell Inc.OMCL | 0.05% | 0.40% | 0.05% |
| Appian Corp.-aAPPN | 0.03% | 0.20% | 0.03% |
| Procept BiorobotPRCT | 0.03% | 0.30% | 0.03% |
| Cerence Inc.CRNC | 0.01% | 0.12% | 0.01% |
| Serve Robotics ISERV | 0.01% | 0.14% | 0.01% |
| Richtech Robot-BRR | 0.01% | 0.11% | 0.01% |
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: RSSL, SEC Form N-PORT, July 31, 2026; BOTZ, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RSSL | BOTZ |
|---|---|---|
| LPL Financial LLC | $4.9M | $86.1M |
| JPMorgan Chase & Co | $4K | $34.3M |
| Osaic Holdings, Inc. | $34K | $9.5M |
| Private Advisor Group, LLC | $2.3M | $3.6M |
| Susquehanna International Group, LLP | $1.9M | $1.3M |
| Bank of Montreal | $1.4M | $552K |
| Farther Finance Advisors, LLC | $69 | $1.1M |
| SJS Investment Consulting Inc. | $4K | $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: RSSL institutional holders, BOTZ institutional holders.
Frequently asked questions
How much do RSSL and BOTZ overlap?
0.5% by weight, with 8 holdings in common, using holdings for RSSL as of July 31, 2026 and BOTZ as of May 31, 2026. The largest shared position is JBTM.
Do institutions hold both RSSL and BOTZ?
8 Form 13F filers report positions in both, out of 465 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%.