RWR vs PICK overlap
RWR and PICK 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; PICK, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | RWR | PICK |
|---|---|---|
| Northern Trust Corp. | $267.1M | $1.1M |
| Bank of America Corp. | $32.2M | $103.7M |
| LPL Financial LLC | $54.9M | $18.9M |
| Morgan Stanley | $40.3M | $27.5M |
| Wells Fargo & Company | $50.7M | $7.5M |
| UBS Group AG | $31.1M | $25.8M |
| Envestnet Asset Management Inc. | $38.4M | $8.0M |
| JPMorgan Chase & Co | $33.9M | $6.2M |
| Ameriprise Financial Inc. | $26.0M | $11.3M |
| Proficio Capital Partners LLC | $3.8M | $24.4M |
| Stifel Financial Corp. | $422K | $25.9M |
| Truist Financial Corp. | $24.4M | $1.4M |
| BlackRock, Inc. | $24.6M | $96K |
| Jane Street Group, LLC | $847K | $21.8M |
| Kestra Advisory Services, LLC | $4.2M | $17.4M |
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, PICK institutional holders.
Frequently asked questions
How much do RWR and PICK overlap?
0.0% by weight, with 0 holdings in common, using holdings for RWR as of June 30, 2026 and PICK as of May 31, 2026.
Do institutions hold both RWR and PICK?
89 Form 13F filers report positions in both, out of 454 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%.