EKG vs BROL overlap

EKG and BROL overlap 0.9% by weight, across 1 shared holdings.

EKGBROL

Pick 2 to 4 ETFs.

0.9%

overlap by weight, across 1 shared holdings

EKG6.0% of the fund is in shared holdings, of 38

BROL0.9% of the fund is in shared holdings, of 61

Top shared holdings

Holding	EKG	BROL	Overlap
Intuitive SurgicISRG	6.04%	0.87%	0.87%

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: EKG, SEC Form N-PORT, June 30, 2026; BROL, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 4 holding any

EKG61.1% of its 13F dollars, 33.3% of its 3 holders

BROL97.1% of its 13F dollars, 50.0% of its 2 holders

Largest institutions holding both

Firm	EKG	BROL
Citadel Advisors LLC	$375K	$526K

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: EKG institutional holders, BROL institutional holders.

Frequently asked questions

How much do EKG and BROL overlap?

0.9% by weight, with 1 holdings in common, using holdings for EKG as of June 30, 2026 and BROL as of June 30, 2026. The largest shared position is ISRG.

Do institutions hold both EKG and BROL?

1 Form 13F filers report positions in both, out of 4 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%.