RWJ vs REGL overlap
RWJ and REGL 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: RWJ, SEC Form N-PORT, May 31, 2026; REGL, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RWJ | REGL |
|---|---|---|
| Morgan Stanley | $165.8M | $202.6M |
| LPL Financial LLC | $173.7M | $57.5M |
| Bank of America Corp. | $88.3M | $46.4M |
| Raymond James Financial Inc. | $46.3M | $59.7M |
| Northwestern Mutual Wealth Management Co | $25.2M | $57.9M |
| UBS Group AG | $49.4M | $24.3M |
| Ameriprise Financial Inc. | $47.8M | $21.2M |
| Wells Fargo & Company | $24.7M | $35.8M |
| Osaic Holdings, Inc. | $36.2M | $11.6M |
| Royal Bank of Canada | $8.6M | $27.8M |
| Commonwealth Equity Services, LLC | $14.5M | $17.3M |
| &Partners | $8.0M | $23.3M |
| Cambridge Investment Research Advisors, Inc. | $12.5M | $14.7M |
| Envestnet Asset Management Inc. | $7.4M | $12.3M |
| Jones Financial Companies LLLP | $10.6M | $8.3M |
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, REGL institutional holders.
Frequently asked questions
How much do RWJ and REGL overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWJ as of May 31, 2026 and REGL as of May 31, 2026.
Do institutions hold both RWJ and REGL?
91 Form 13F filers report positions in both, out of 357 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%.