RWJ vs FFSM overlap
RWJ and FFSM overlap 7.1% by weight, across 36 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RWJ: May 31, 2026, FFSM: July 31, 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
| Holding | RWJ | FFSM | Overlap |
|---|---|---|---|
| Sanmina Corp.SANM | 1.14% | 1.25% | 1.14% |
| Brightspring HEABTSG | 1.15% | 1.08% | 1.08% |
| RUSH Enter-CL aRUSHA | 0.48% | 0.42% | 0.42% |
| Signet JewelersSIG | 0.42% | 0.45% | 0.42% |
| Brinker IntlEAT | 0.33% | 0.36% | 0.33% |
| Urban OutfitterURBN | 0.41% | 0.31% | 0.31% |
| Granite ConstrGVA | 0.29% | 0.50% | 0.29% |
| Phinia Inc.PHIN | 0.25% | 0.49% | 0.25% |
| Cheesecake FactoCAKE | 0.24% | 1.19% | 0.24% |
| Noble Corp. PLCNE | 0.20% | 0.23% | 0.20% |
| Patrick INDS Inc.PATK | 0.19% | 0.78% | 0.19% |
| Willscot HoldingWSC | 0.18% | 0.37% | 0.18% |
| Diodes Inc.DIOD | 0.15% | 0.28% | 0.15% |
| Minerals TechMTX | 0.14% | 0.70% | 0.14% |
| Installed BuildiIBP | 0.13% | 0.19% | 0.13% |
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; FFSM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RWJ | FFSM |
|---|---|---|
| FMR LLC | $686K | $1.0B |
| Morgan Stanley | $165.8M | $149K |
| Commonwealth Equity Services, LLC | $14.5M | $48.3M |
| MAI Capital Management | $26.1M | $11.7M |
| Osaic Holdings, Inc. | $36.2M | $646K |
| RFG Advisory, LLC | $443K | $29.0M |
| Northwestern Mutual Wealth Management Co | $25.2M | $114K |
| Wells Fargo & Company | $24.7M | $1K |
| Cambridge Investment Research Advisors, Inc. | $12.5M | $2.8M |
| Envestnet Asset Management Inc. | $7.4M | $6.9M |
| Wealth Enhancement Advisory Services, LLC | $8.9M | $4.9M |
| Cetera Investment Advisers | $8.2M | $5.2M |
| Jones Financial Companies LLLP | $10.6M | $1K |
| Goldman Sachs Group Inc. | $3.6M | $6.9M |
| Harbour Investments, Inc. | $8.1M | $901K |
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, FFSM institutional holders.
Frequently asked questions
How much do RWJ and FFSM overlap?
7.1% by weight, with 36 holdings in common, using holdings for RWJ as of May 31, 2026 and FFSM as of July 31, 2026. The largest shared position is SANM.
Do institutions hold both RWJ and FFSM?
38 Form 13F filers report positions in both, out of 255 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%.