RUSC vs KMLM overlap

RUSC and KMLM overlap 0.0% by weight, across 0 shared holdings.

RUSCKMLM

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

RUSC0.0% of the fund is in shared holdings, of 490

KMLM0.0% of the fund is in shared holdings, of 4

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: RUSC, SEC Form N-PORT, June 30, 2026; KMLM, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 81 holding any

RUSC68.3% of its 13F dollars, 20.8% of its 24 holders

KMLM10.8% of its 13F dollars, 8.1% of its 62 holders

Largest institutions holding both

Firm	RUSC	KMLM
Envestnet Asset Management Inc.	$31.4M	$7.4M
LPL Financial LLC	$16.0M	$1.6M
Cetera Investment Advisers	$11.8M	$269K
Osaic Holdings, Inc.	$17K	$59K
Harbour Investments, Inc.	$27K	$3K

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: RUSC institutional holders, KMLM institutional holders.

Frequently asked questions

How much do RUSC and KMLM overlap?

0.0% by weight, with 0 holdings in common, using holdings for RUSC as of June 30, 2026 and KMLM as of June 30, 2026.

Do institutions hold both RUSC and KMLM?

5 Form 13F filers report positions in both, out of 81 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%.