RWK vs JSMD overlap
RWK and JSMD overlap 4.3% by weight, across 33 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (RWK: May 31, 2026, JSMD: 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 | RWK | JSMD | Overlap |
|---|---|---|---|
| Kyndryl HoldingsKD | 0.57% | 0.64% | 0.57% |
| Dycom INDSDY | 0.29% | 0.68% | 0.29% |
| Landstar SystemLSTR | 0.25% | 1.46% | 0.25% |
| Hilton Grand VACHGV | 0.23% | 0.62% | 0.23% |
| Nvent ElectricNVT | 0.22% | 0.88% | 0.22% |
| TTM TechnologiesTTMI | 0.20% | 0.68% | 0.20% |
| EnersysENS | 0.20% | 0.96% | 0.20% |
| ATI Inc.ATI | 0.20% | 0.82% | 0.20% |
| Sterling InfrastSTRL | 0.19% | 1.85% | 0.19% |
| Brink's Co/theBCO | 0.19% | 1.03% | 0.19% |
| H&R Block Inc.HRB | 0.18% | 1.12% | 0.18% |
| RHRH | 0.14% | 0.72% | 0.14% |
| Neurocrine BioscNBIX | 0.13% | 1.05% | 0.13% |
| Woodward Inc.WWD | 0.13% | 1.09% | 0.13% |
| Carpenter TechCRS | 0.13% | 1.11% | 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: RWK, SEC Form N-PORT, May 31, 2026; JSMD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RWK | JSMD |
|---|---|---|
| Morgan Stanley | $150.0M | $72.3M |
| LPL Financial LLC | $94.0M | $106.7M |
| Bank of America Corp. | $47.2M | $66.8M |
| Ameriprise Financial Inc. | $84.2M | $22.8M |
| Raymond James Financial Inc. | $21.3M | $38.9M |
| Private Advisor Group, LLC | $5.2M | $54.5M |
| Royal Bank of Canada | $6.1M | $45.4M |
| Resonant Capital Advisors, LLC | $25.3M | $26.0M |
| Wells Fargo & Company | $37.3M | $53K |
| Cambridge Investment Research Advisors, Inc. | $4.6M | $26.5M |
| Envestnet Asset Management Inc. | $4.5M | $26.4M |
| Commonwealth Equity Services, LLC | $14.0M | $14.0M |
| UBS Group AG | $17.4M | $10.1M |
| Osaic Holdings, Inc. | $11.2M | $14.1M |
| Northwestern Mutual Wealth Management Co | $18.6M | $2.8M |
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: RWK institutional holders, JSMD institutional holders.
Frequently asked questions
How much do RWK and JSMD overlap?
4.3% by weight, with 33 holdings in common, using holdings for RWK as of May 31, 2026 and JSMD as of July 31, 2026. The largest shared position is KD.
Do institutions hold both RWK and JSMD?
57 Form 13F filers report positions in both, out of 236 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%.