FISR vs EZA overlap
FISR and EZA 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: FISR, SEC Form N-PORT, June 30, 2026; EZA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | FISR | EZA |
|---|---|---|
| LPL Financial LLC | $90.9M | $256K |
| Envestnet Asset Management Inc. | $66.9M | $344K |
| HighTower Advisors, LLC | $10.6M | $373K |
| Morgan Stanley | $250K | $7.7M |
| MML Investors Services, LLC | $3.7M | $263K |
| Harbour Investments, Inc. | $3.0M | $29K |
| AE Wealth Management LLC | $2.7M | $20K |
| Sanctuary Advisors, LLC | $1.7M | $901K |
| Royal Bank of Canada | $0 | $1.8M |
| Osaic Holdings, Inc. | $189K | $95K |
| Farther Finance Advisors, LLC | $32K | $76K |
| Global Retirement Partners, LLC | $4K | $77K |
| Covestor Ltd | $10K | $1K |
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: FISR institutional holders, EZA institutional holders.
Frequently asked questions
How much do FISR and EZA overlap?
0.0% by weight, with 0 holdings in common, using holdings for FISR as of June 30, 2026 and EZA as of May 31, 2026.
Do institutions hold both FISR and EZA?
13 Form 13F filers report positions in both, out of 149 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%.