TPHD vs RWX overlap
TPHD and RWX 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: TPHD, SEC Form N-PORT, June 30, 2026; RWX, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | TPHD | RWX |
|---|---|---|
| LPL Financial LLC | $26.1M | $548K |
| Morgan Stanley | $104K | $17.4M |
| Wells Fargo & Company | $22 | $5.9M |
| Ameriprise Financial Inc. | $4.1M | $322K |
| UBS Group AG | $823K | $2.7M |
| Creative Financial Designs Inc. | $3.3M | $2K |
| Cetera Investment Advisers | $2.7M | $410K |
| Assetmark, Inc. | $7K | $2.4M |
| Kestra Advisory Services, LLC | $749K | $1.5M |
| Geneos Wealth Management Inc. | $1.6M | $22K |
| EverSource Wealth Advisors, LLC | $1.5M | $1K |
| Jones Financial Companies LLLP | $1.3M | $28K |
| Farther Finance Advisors, LLC | $1.2M | $4K |
| IFP Advisors, Inc | $1.0M | $675 |
| Royal Bank of Canada | $193K | $794K |
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: TPHD institutional holders, RWX institutional holders.
Frequently asked questions
How much do TPHD and RWX overlap?
0.0% by weight, with 0 holdings in common, using holdings for TPHD as of June 30, 2026 and RWX as of June 30, 2026.
Do institutions hold both TPHD and RWX?
30 Form 13F filers report positions in both, out of 177 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%.