USAI vs RTH overlap
USAI and RTH 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: USAI, SEC Form N-PORT, July 31, 2026; RTH, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | USAI | RTH |
|---|---|---|
| LPL Financial LLC | $19.0M | $14.4M |
| Cetera Investment Advisers | $9.2M | $7.0M |
| JBR Co Financial Management Inc | $3.8M | $2.4M |
| Osaic Holdings, Inc. | $2.2M | $4.0M |
| Citadel Advisors LLC | $2.0M | $1.1M |
| Envestnet Asset Management Inc. | $1.1M | $1.8M |
| Morgan Stanley | $591 | $2.8M |
| Cambridge Investment Research Advisors, Inc. | $1.2M | $1.3M |
| MML Investors Services, LLC | $679K | $1.8M |
| Goldman Sachs Group Inc. | $534K | $1.5M |
| Raymond James Financial Inc. | $596K | $858K |
| Belpointe Asset Management LLC | $231K | $711K |
| FMR LLC | $83K | $546K |
| Harbour Investments, Inc. | $99K | $244K |
| Steward Partners Investment Advisory, LLC | $239K | $42K |
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: USAI institutional holders, RTH institutional holders.
Frequently asked questions
How much do USAI and RTH overlap?
0.0% by weight, with 0 holdings in common, using holdings for USAI as of July 31, 2026 and RTH as of June 30, 2026.
Do institutions hold both USAI and RTH?
20 Form 13F filers report positions in both, out of 115 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%.