RSSL vs HDEF overlap
RSSL and HDEF overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RSSL: July 31, 2026, HDEF: May 29, 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
These funds hold nothing in common.
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; HDEF, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | RSSL | HDEF |
|---|---|---|
| LPL Financial LLC | $4.9M | $30.6M |
| JPMorgan Chase & Co | $4K | $11.3M |
| Osaic Holdings, Inc. | $34K | $3.2M |
| Susquehanna International Group, LLP | $1.9M | $1.1M |
| Bank of Montreal | $1.4M | $191K |
| Farther Finance Advisors, LLC | $69 | $1.0M |
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, HDEF institutional holders.
Frequently asked questions
How much do RSSL and HDEF overlap?
0.0% by weight, with 0 holdings in common, using holdings for RSSL as of July 31, 2026 and HDEF as of May 29, 2026.
Do institutions hold both RSSL and HDEF?
6 Form 13F filers report positions in both, out of 145 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%.