RWR vs JTEK overlap
RWR and JTEK 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: RWR, SEC Form N-PORT, June 30, 2026; JTEK, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RWR | JTEK |
|---|---|---|
| JPMorgan Chase & Co | $33.9M | $410.3M |
| Wells Fargo & Company | $50.7M | $104.6M |
| LPL Financial LLC | $54.9M | $58.7M |
| Morgan Stanley | $40.3M | $37.1M |
| UBS Group AG | $31.1M | $46.1M |
| Royal Bank of Canada | $9.5M | $59.6M |
| Envestnet Asset Management Inc. | $38.4M | $24.7M |
| Bank of America Corp. | $32.2M | $2.5M |
| Raymond James Financial Inc. | $4.2M | $25.7M |
| Kestra Advisory Services, LLC | $4.2M | $25.0M |
| MML Investors Services, LLC | $5.4M | $17.8M |
| Private Advisor Group, LLC | $16.0M | $5.7M |
| Commonwealth Equity Services, LLC | $3.9M | $14.4M |
| Northwestern Mutual Wealth Management Co | $14.7M | $45K |
| Osaic Holdings, Inc. | $2.6M | $12.0M |
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: RWR institutional holders, JTEK institutional holders.
Frequently asked questions
How much do RWR and JTEK overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWR as of June 30, 2026 and JTEK as of June 30, 2026.
Do institutions hold both RWR and JTEK?
60 Form 13F filers report positions in both, out of 407 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%.