RSST vs PALC overlap
RSST and PALC overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: RSST, SEC Form N-PORT, July 31, 2026; PALC, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RSST | PALC |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $1.8M | $25.7M |
| Lunt Capital Management, Inc. | $1.4M | $15.3M |
| Envestnet Asset Management Inc. | $10.9M | $497K |
| Atria Investments, Inc | $503K | $9.1M |
| Brookwood Investment Group LLC | $6.5M | $309K |
| World Investment Advisors | $4.6M | $1.8M |
| Wealth Enhancement Advisory Services, LLC | $610K | $1.8M |
| JPMorgan Chase & Co | $188K | $1.9M |
| Advisory Services Network, LLC | $1.1M | $584K |
| Osaic Holdings, Inc. | $15K | $1.5M |
| Aptus Capital Advisors, LLC | $65K | $638K |
| Steward Partners Investment Advisory, LLC | $192K | $124K |
| Ameritas Advisory Services, LLC | $206K | $4K |
| IFP Advisors, Inc | $5K | $139K |
| Compass Financial Management LLC | $5K | $20K |
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: RSST institutional holders, PALC institutional holders.
Frequently asked questions
How much do RSST and PALC overlap?
0.0% by weight, with 0 holdings in common, using holdings for RSST as of July 31, 2026 and PALC as of July 31, 2026.
Do institutions hold both RSST and PALC?
16 Form 13F filers report positions in both, out of 125 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%.