TAFM vs RSPA overlap
16 institutions report holding both TAFM and RSPA.
TAFMRSPA
Pick 2 to 4 ETFs.
We don’t have holdings for RSPA. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
16
institutions report holding both, of 118 holding any
TAFM16.3% of its 13F dollars, 31.4% of its 51 holders
RSPA23.5% of its 13F dollars, 19.3% of its 83 holders
Largest institutions holding both
| Firm | TAFM | RSPA |
|---|---|---|
| LPL Financial LLC | $29.4M | $77.2M |
| Wells Fargo & Company | $1.2M | $33.0M |
| Steward Partners Investment Advisory, LLC | $18.6M | $926K |
| Raymond James Financial Inc. | $9.3M | $8.5M |
| HighTower Advisors, LLC | $14.5M | $241K |
| Osaic Holdings, Inc. | $1.5M | $12.0M |
| Envestnet Asset Management Inc. | $8.6M | $1.5M |
| Commonwealth Equity Services, LLC | $3.9M | $4.6M |
| Beacon Pointe Advisors, LLC | $7.7M | $235K |
| Private Advisor Group, LLC | $2.4M | $1.6M |
| Kestra Advisory Services, LLC | $1.6M | $1.9M |
| Cambridge Investment Research Advisors, Inc. | $1.5M | $991K |
| Great Valley Advisor Group, Inc. | $602K | $1.0M |
| NewEdge Advisors, LLC | $893K | $119K |
| Harbour Investments, Inc. | $266K | $200K |
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: TAFM institutional holders, RSPA institutional holders.
Frequently asked questions
Do institutions hold both TAFM and RSPA?
16 Form 13F filers report positions in both, out of 118 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%.