SHE vs RSPF overlap
SHE and RSPF overlap 10.1% by weight, across 37 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SHE | RSPF | Overlap |
|---|---|---|---|
| JPMorgan ChaseJPM | 2.97% | 1.37% | 1.37% |
| Bank of AmericaBAC | 1.38% | 1.36% | 1.36% |
| Citigroup Inc.C | 0.83% | 1.19% | 0.83% |
| Wells Fargo & CoWFC | 0.82% | 1.27% | 0.82% |
| Morgan StanleyMS | 0.75% | 1.22% | 0.75% |
| American ExpressAXP | 0.63% | 1.29% | 0.63% |
| S&P Global Inc.SPGI | 0.34% | 1.21% | 0.34% |
| Bank NY MellonBNY | 0.34% | 1.34% | 0.34% |
| Progressive Corp.PGR | 0.29% | 1.24% | 0.29% |
| Blackrock Inc.BLK | 0.28% | 1.30% | 0.28% |
| PNC Financial SEPNC | 0.21% | 1.29% | 0.21% |
| AON PLC-Class aAON | 0.21% | 1.29% | 0.21% |
| US BancorpUSB | 0.20% | 1.33% | 0.20% |
| Arthur J GallaghAJG | 0.18% | 1.36% | 0.18% |
| Truist FinancialTFC | 0.17% | 1.25% | 0.17% |
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: SHE, SEC Form N-PORT, June 30, 2026; RSPF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | SHE | RSPF |
|---|---|---|
| Morgan Stanley | $14.5M | $14.5M |
| Bank of America Corp. | $6.0M | $19.2M |
| JPMorgan Chase & Co | $5.8M | $5.0M |
| LPL Financial LLC | $7.8M | $2.4M |
| Cetera Investment Advisers | $4.5M | $3.5M |
| UBS Group AG | $2.9M | $3.2M |
| Geneos Wealth Management Inc. | $4.9M | $947K |
| Wells Fargo & Company | $1.9M | $2.5M |
| Cambridge Investment Research Advisors, Inc. | $3.0M | $1.0M |
| Farther Finance Advisors, LLC | $132 | $3.9M |
| Raymond James Financial Inc. | $1.7M | $2.0M |
| Susquehanna International Group, LLP | $2.1M | $1.4M |
| Osaic Holdings, Inc. | $1.8M | $1.2M |
| Commonwealth Equity Services, LLC | $1.9M | $1.0M |
| Jones Financial Companies LLLP | $1.9M | $986K |
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: SHE institutional holders, RSPF institutional holders.
Frequently asked questions
How much do SHE and RSPF overlap?
10.1% by weight, with 37 holdings in common, using holdings for SHE as of June 30, 2026 and RSPF as of July 31, 2026. The largest shared position is JPM.
Do institutions hold both SHE and RSPF?
40 Form 13F filers report positions in both, out of 198 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%.