SIZE vs ROBT overlap
SIZE and ROBT overlap 7.5% by weight, across 42 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SIZE | ROBT | Overlap |
|---|---|---|---|
| Illumina Inc.ILMN | 0.27% | 1.61% | 0.27% |
| Cloudflare Inc.-aNET | 0.24% | 1.52% | 0.24% |
| PALO ALTO NetworPANW | 0.24% | 1.81% | 0.24% |
| Workday Inc.-aWDAY | 0.23% | 1.25% | 0.23% |
| Datadog Inc.-aDDOG | 0.22% | 0.44% | 0.22% |
| Arista NetworksANET | 0.22% | 0.44% | 0.22% |
| Teradyne Inc.TER | 0.21% | 1.00% | 0.21% |
| Aptiv PLCAPTV | 0.21% | 0.37% | 0.21% |
| Rockwell AutomatROK | 0.21% | 0.84% | 0.21% |
| Emerson ELEC CoEMR | 0.20% | 0.41% | 0.20% |
| Micron TechMU | 0.19% | 0.92% | 0.19% |
| Medtronic PLCMDT | 0.19% | 0.44% | 0.19% |
| Servicenow Inc.NOW | 0.19% | 1.19% | 0.19% |
| ADV Micro DeviceAMD | 0.19% | 0.87% | 0.19% |
| Mongodb Inc.MDB | 0.19% | 0.41% | 0.19% |
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: SIZE, SEC Form N-PORT, July 31, 2026; ROBT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SIZE | ROBT |
|---|---|---|
| Bank of America Corp. | $91.5M | $28.6M |
| LPL Financial LLC | $5.9M | $50.4M |
| Morgan Stanley | $7.2M | $35.8M |
| Wells Fargo & Company | $13.5M | $19.7M |
| Ameriprise Financial Inc. | $13.0M | $14.4M |
| Envestnet Asset Management Inc. | $10.8M | $16.1M |
| Cambridge Investment Research Advisors, Inc. | $874K | $16.5M |
| Osaic Holdings, Inc. | $2.9M | $10.8M |
| Rockefeller Capital Management L.P. | $13.0M | $401K |
| Raymond James Financial Inc. | $966K | $11.3M |
| Royal Bank of Canada | $561K | $11.7M |
| Goldman Sachs Group Inc. | $9.4M | $349K |
| Baird Financial Group, Inc. | $323K | $8.9M |
| PNC Financial Services Group, Inc. | $5.8M | $56K |
| Jones Financial Companies LLLP | $5.5M | $5K |
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: SIZE institutional holders, ROBT institutional holders.
Frequently asked questions
How much do SIZE and ROBT overlap?
7.5% by weight, with 42 holdings in common, using holdings for SIZE as of July 31, 2026 and ROBT as of June 30, 2026. The largest shared position is ILMN.
Do institutions hold both SIZE and ROBT?
40 Form 13F filers report positions in both, out of 215 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%.