RWO vs JHML overlap
RWO and JHML overlap 1.6% by weight, across 34 shared holdings.
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Top shared holdings
| Holding | RWO | JHML | Overlap |
|---|---|---|---|
| Welltower Inc.WELL | 9.41% | 0.17% | 0.17% |
| Prologis Inc.PLD | 7.42% | 0.14% | 0.14% |
| Simon PropertySPG | 4.26% | 0.12% | 0.12% |
| Equinix Inc.EQIX | 6.04% | 0.11% | 0.11% |
| Digital RealtyDLR | 3.48% | 0.10% | 0.10% |
| Realty IncomeO | 3.39% | 0.10% | 0.10% |
| Ventas Inc.VTR | 2.54% | 0.08% | 0.08% |
| Public StoragePSA | 2.95% | 0.07% | 0.07% |
| Extra Space STOREXR | 1.80% | 0.06% | 0.06% |
| Avalonbay CommunAVB | 1.54% | 0.06% | 0.06% |
| Equity ResidentiEQR | 1.36% | 0.05% | 0.05% |
| Essex PropertyESS | 1.10% | 0.04% | 0.04% |
| HOST Hotels & REHST | 0.89% | 0.04% | 0.04% |
| Invitation HomesINVH | 0.97% | 0.04% | 0.04% |
| Mid-America APARMAA | 0.95% | 0.04% | 0.04% |
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: RWO, SEC Form N-PORT, June 30, 2026; JHML, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWO | JHML |
|---|---|---|
| Bank of America Corp. | $78.0M | $25.1M |
| LPL Financial LLC | $13.3M | $88.7M |
| Wells Fargo & Company | $1.4M | $74.4M |
| Raymond James Financial Inc. | $23.4M | $44.6M |
| Morgan Stanley | $25.2M | $37.7M |
| Envestnet Asset Management Inc. | $28.2M | $30.5M |
| Commonwealth Equity Services, LLC | $355K | $42.8M |
| Jones Financial Companies LLLP | $11.0M | $18.1M |
| Cetera Investment Advisers | $3.5M | $22.4M |
| Goldman Sachs Group Inc. | $19.7M | $1.8M |
| Simplicity Wealth,LLC | $2.1M | $17.4M |
| Mariner, LLC | $15.2M | $853K |
| HighTower Advisors, LLC | $5.1M | $5.7M |
| UBS Group AG | $1.2M | $8.2M |
| Cambridge Investment Research Advisors, Inc. | $8.7M | $668K |
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: RWO institutional holders, JHML institutional holders.
Frequently asked questions
How much do RWO and JHML overlap?
1.6% by weight, with 34 holdings in common, using holdings for RWO as of June 30, 2026 and JHML as of June 30, 2026. The largest shared position is WELL.
Do institutions hold both RWO and JHML?
48 Form 13F filers report positions in both, out of 270 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%.