KBWP vs ACYS overlap
KBWP and ACYS 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: KBWP, SEC Form N-PORT, May 31, 2026; ACYS, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KBWP | ACYS |
|---|---|---|
| Mutual Advisors, LLC | $11.5M | $2.0M |
| Cetera Investment Advisers | $4.6M | $590K |
| Great Valley Advisor Group, Inc. | $234K | $4.2M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $1.7M |
| Kestra Advisory Services, LLC | $2.3M | $250K |
| NewEdge Advisors, LLC | $624K | $1.8M |
| Royal Bank of Canada | $1.6M | $183K |
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: KBWP institutional holders, ACYS institutional holders.
Frequently asked questions
How much do KBWP and ACYS overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBWP as of May 31, 2026 and ACYS as of June 30, 2026.
Do institutions hold both KBWP and ACYS?
7 Form 13F filers report positions in both, out of 117 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%.