KBWP vs BRHY overlap
5 institutions report holding both KBWP and BRHY.
KBWPBRHY
Pick 2 to 4 ETFs.
We don’t have holdings for BRHY. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
5
institutions report holding both, of 76 holding any
KBWP6.0% of its 13F dollars, 8.5% of its 59 holders
BRHY7.7% of its 13F dollars, 22.7% of its 22 holders
Largest institutions holding both
| Firm | KBWP | BRHY |
|---|---|---|
| Kestra Advisory Services, LLC | $2.3M | $8.7M |
| Morgan Stanley | $3.1M | $10K |
| Citadel Advisors LLC | $1.0M | $205K |
| Osaic Holdings, Inc. | $643K | $26K |
| Wells Fargo & Company | $8K | $37 |
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, BRHY institutional holders.
Frequently asked questions
Do institutions hold both KBWP and BRHY?
5 Form 13F filers report positions in both, out of 76 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%.