RTH vs PBE overlap
RTH and PBE 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: RTH, SEC Form N-PORT, June 30, 2026; PBE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RTH | PBE |
|---|---|---|
| LPL Financial LLC | $14.4M | $8.3M |
| Bank of America Corp. | $11.3M | $5.1M |
| Morgan Stanley | $2.8M | $13.3M |
| Cetera Investment Advisers | $7.0M | $2.3M |
| Royal Bank of Canada | $2.0M | $4.5M |
| UBS Group AG | $242K | $6.1M |
| Osaic Holdings, Inc. | $4.0M | $864K |
| NewEdge Advisors, LLC | $4.5M | $58K |
| Envestnet Asset Management Inc. | $1.8M | $2.0M |
| Wells Fargo & Company | $11 | $3.5M |
| Susquehanna International Group, LLP | $2.3M | $724K |
| Northwestern Mutual Wealth Management Co | $1.9M | $169K |
| MML Investors Services, LLC | $1.8M | $227K |
| Goldman Sachs Group Inc. | $1.5M | $361K |
| Raymond James Financial Inc. | $858K | $905K |
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: RTH institutional holders, PBE institutional holders.
Frequently asked questions
How much do RTH and PBE overlap?
0.0% by weight, with 0 holdings in common, using holdings for RTH as of June 30, 2026 and PBE as of July 31, 2026.
Do institutions hold both RTH and PBE?
31 Form 13F filers report positions in both, out of 150 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%.