RZG vs FSCS overlap
RZG and FSCS overlap 3.1% by weight, across 5 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | RZG | FSCS | Overlap |
|---|---|---|---|
| Laureate EducatiLAUR | 1.09% | 1.07% | 1.07% |
| St Joe CoJOE | 0.79% | 0.91% | 0.79% |
| Armstrong WorldAWI | 0.51% | 0.89% | 0.51% |
| Granite ConstrGVA | 0.41% | 1.26% | 0.41% |
| Brady Corp. - aBRC | 0.34% | 1.08% | 0.34% |
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: RZG, SEC Form N-PORT, July 31, 2026; FSCS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RZG | FSCS |
|---|---|---|
| LPL Financial LLC | $7.2M | $18.9M |
| NewEdge Advisors, LLC | $887 | $16.4M |
| Cambridge Investment Research Advisors, Inc. | $2.7M | $3.6M |
| Osaic Holdings, Inc. | $1.7M | $1.9M |
| Morgan Stanley | $3.3M | $41K |
| Equitable Holdings, Inc. | $307K | $1.5M |
| Cetera Investment Advisers | $437K | $688K |
| Wells Fargo & Company | $734K | $39 |
| Harbour Investments, Inc. | $227K | $168K |
| Royal Bank of Canada | $319K | $12K |
| Rockefeller Capital Management L.P. | $29K | $48K |
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: RZG institutional holders, FSCS institutional holders.
Frequently asked questions
How much do RZG and FSCS overlap?
3.1% by weight, with 5 holdings in common, using holdings for RZG as of July 31, 2026 and FSCS as of June 30, 2026. The largest shared position is LAUR.
Do institutions hold both RZG and FSCS?
11 Form 13F filers report positions in both, out of 78 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%.