RWJ vs DES overlap
RWJ and DES overlap 22.6% by weight, across 221 shared holdings.
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Top shared holdings
| Holding | RWJ | DES | Overlap |
|---|---|---|---|
| Chemours CoCC | 0.43% | 0.38% | 0.38% |
| Patterson-UTIPTEN | 0.33% | 0.67% | 0.33% |
| RUSH Enter-CL aRUSHA | 0.48% | 0.31% | 0.31% |
| Advance Auto PARAAP | 0.58% | 0.30% | 0.30% |
| Pricesmart Inc.PSMT | 0.37% | 0.30% | 0.30% |
| Kaiser AluminumKALU | 0.29% | 0.58% | 0.29% |
| Dana Inc.DAN | 0.53% | 0.29% | 0.29% |
| Upbound Group inUPBD | 0.29% | 0.28% | 0.28% |
| Helmerich & PAYNHP | 0.27% | 0.42% | 0.27% |
| Schneider NATL-BSNDR | 0.48% | 0.26% | 0.26% |
| Kohls Corp.KSS | 0.98% | 0.26% | 0.26% |
| Organon & CoOGN | 0.77% | 0.26% | 0.26% |
| Phinia Inc.PHIN | 0.25% | 0.31% | 0.25% |
| Benchmark ElectrBHE | 0.24% | 0.32% | 0.24% |
| Cheesecake FactoCAKE | 0.24% | 0.40% | 0.24% |
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: RWJ, SEC Form N-PORT, May 31, 2026; DES, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWJ | DES |
|---|---|---|
| Morgan Stanley | $165.8M | $115.0M |
| LPL Financial LLC | $173.7M | $56.9M |
| Bank of America Corp. | $88.3M | $99.4M |
| UBS Group AG | $49.4M | $54.7M |
| Raymond James Financial Inc. | $46.3M | $30.4M |
| Ameriprise Financial Inc. | $47.8M | $17.1M |
| Wells Fargo & Company | $24.7M | $33.5M |
| Creative Planning | $1.9M | $54.5M |
| Jones Financial Companies LLLP | $10.6M | $34.9M |
| Osaic Holdings, Inc. | $36.2M | $8.2M |
| Focus Partners Wealth | $34.0M | $3.5M |
| Royal Bank of Canada | $8.6M | $27.9M |
| Mercer Global Advisors Inc. | $396K | $35.4M |
| Northwestern Mutual Wealth Management Co | $25.2M | $2.4M |
| MAI Capital Management | $26.1M | $340K |
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: RWJ institutional holders, DES institutional holders.
Frequently asked questions
How much do RWJ and DES overlap?
22.6% by weight, with 221 holdings in common, using holdings for RWJ as of May 31, 2026 and DES as of June 30, 2026. The largest shared position is CC.
Do institutions hold both RWJ and DES?
102 Form 13F filers report positions in both, out of 475 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%.