USEW vs RSPF overlap
USEW and RSPF overlap 9.7% by weight, across 53 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (USEW: May 29, 2026, RSPF: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | USEW | RSPF | Overlap |
|---|---|---|---|
| Berkshire HATH-BBRK/B | 1.38% | 1.27% | 1.27% |
| JPMorgan ChaseJPM | 0.93% | 1.37% | 0.93% |
| Blackstone Inc.BX | 0.62% | 1.30% | 0.62% |
| Mastercard Inc.-aMA | 0.56% | 1.41% | 0.56% |
| VISA Inc.-Class aV | 0.42% | 1.36% | 0.42% |
| Goldman Sachs GPGS | 0.37% | 1.22% | 0.37% |
| American ExpressAXP | 0.25% | 1.29% | 0.25% |
| Bank of AmericaBAC | 0.24% | 1.36% | 0.24% |
| Morgan StanleyMS | 0.22% | 1.22% | 0.22% |
| Interactive BROKIBKR | 0.22% | 1.24% | 0.22% |
| Citigroup Inc.C | 0.21% | 1.19% | 0.21% |
| Bank NY MellonBNY | 0.20% | 1.34% | 0.20% |
| PNC Financial SEPNC | 0.19% | 1.29% | 0.19% |
| Moody's Corp.MCO | 0.19% | 1.27% | 0.19% |
| Aflac Inc.AFL | 0.19% | 1.31% | 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: USEW, SEC Form N-PORT, May 29, 2026; RSPF, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | USEW | RSPF |
|---|---|---|
| MAI Capital Management | $16.5M | $1.6M |
| UBS Group AG | $161K | $3.2M |
| NewEdge Advisors, LLC | $1.1M | $1.5M |
| HighTower Advisors, LLC | $1.0M | $1.4M |
| Sanctuary Advisors, LLC | $2.2M | $201K |
| Wealthcare Advisory Partners LLC | $1.0M | $245K |
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: USEW institutional holders, RSPF institutional holders.
Frequently asked questions
How much do USEW and RSPF overlap?
9.7% by weight, with 53 holdings in common, using holdings for USEW as of May 29, 2026 and RSPF as of July 31, 2026. The largest shared position is BRK/B.
Do institutions hold both USEW and RSPF?
6 Form 13F filers report positions in both, out of 137 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%.