BKCI vs AFDM overlap
BKCI and AFDM overlap 6.1% by weight, across 7 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | BKCI | AFDM | Overlap |
|---|---|---|---|
| ASML Holding NVASML | 5.50% | 2.18% | 2.18% |
| Totalenergies SETTE | 4.92% | 1.72% | 1.72% |
| HOYA Corp.7741 | 3.47% | 0.68% | 0.68% |
| SGS SA-REGSGSN | 3.62% | 0.54% | 0.54% |
| LVMH MOET HenneMC | 2.78% | 0.44% | 0.44% |
| Roper TechnologiROP | 4.18% | 0.34% | 0.34% |
| SAP SESAPGF | 3.11% | 0.18% | 0.18% |
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: BKCI, SEC Form N-PORT, July 31, 2026; AFDM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | BKCI | AFDM |
|---|---|---|
| Morgan Stanley | $10K | $31.5M |
| Royal Bank of Canada | $6.4M | $4.2M |
| UBS Group AG | $47K | $3.6M |
| Jane Street Group, LLC | $1.4M | $2.0M |
| LPL Financial LLC | $1.7M | $1.6M |
| Cerity Partners LLC | $671K | $1.9M |
| Citadel Advisors LLC | $512K | $308K |
| Osaic Holdings, Inc. | $351K | $279K |
| Rockefeller Capital Management L.P. | $366K | $27K |
| Harbour Investments, Inc. | $8K | $82K |
| Oakmont Advisory Group, LLC | $19K | $25K |
| Jones Financial Companies LLLP | $3K | $11K |
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: BKCI institutional holders, AFDM institutional holders.
Frequently asked questions
How much do BKCI and AFDM overlap?
6.1% by weight, with 7 holdings in common, using holdings for BKCI as of July 31, 2026 and AFDM as of July 31, 2026. The largest shared position is ASML.
Do institutions hold both BKCI and AFDM?
12 Form 13F filers report positions in both, out of 71 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%.