RWJ vs FLQM overlap
RWJ and FLQM overlap 1.3% by weight, across 11 shared holdings.
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Top shared holdings
| Holding | RWJ | FLQM | Overlap |
|---|---|---|---|
| LKQ Corp.LKQ | 0.73% | 0.26% | 0.26% |
| ETSY Inc.ETSY | 0.22% | 0.24% | 0.22% |
| Organon & CoOGN | 0.77% | 0.16% | 0.16% |
| Paycom SoftwarePAYC | 0.13% | 0.20% | 0.13% |
| Robert HALF Inc.RHI | 0.41% | 0.12% | 0.12% |
| Western UnionWU | 0.20% | 0.12% | 0.12% |
| Ringcentral in-aRNG | 0.17% | 0.09% | 0.09% |
| Schneider NATL-BSNDR | 0.48% | 0.06% | 0.06% |
| ADT Inc.ADT | 0.31% | 0.06% | 0.06% |
| MarketaxessMKTX | 0.04% | 0.12% | 0.04% |
| Millrose PropertMRP | 0.03% | 0.09% | 0.03% |
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; FLQM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWJ | FLQM |
|---|---|---|
| LPL Financial LLC | $173.7M | $152.9M |
| Morgan Stanley | $165.8M | $38.7M |
| Ameriprise Financial Inc. | $47.8M | $122.9M |
| Bank of America Corp. | $88.3M | $34.1M |
| Raymond James Financial Inc. | $46.3M | $61.1M |
| Cetera Investment Advisers | $8.2M | $79.9M |
| Northwestern Mutual Wealth Management Co | $25.2M | $44.6M |
| Larson Financial Group LLC | $400K | $60.2M |
| Osaic Holdings, Inc. | $36.2M | $14.2M |
| UBS Group AG | $49.4M | $4K |
| HighTower Advisors, LLC | $405K | $36.2M |
| Private Advisor Group, LLC | $13.2M | $15.5M |
| Cambridge Investment Research Advisors, Inc. | $12.5M | $15.8M |
| Jones Financial Companies LLLP | $10.6M | $17.3M |
| Stifel Financial Corp. | $2.7M | $24.8M |
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, FLQM institutional holders.
Frequently asked questions
How much do RWJ and FLQM overlap?
1.3% by weight, with 11 holdings in common, using holdings for RWJ as of May 31, 2026 and FLQM as of June 30, 2026. The largest shared position is LKQ.
Do institutions hold both RWJ and FLQM?
73 Form 13F filers report positions in both, out of 302 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%.