KBWY vs AFGR overlap
KBWY and AFGR 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: KBWY, SEC Form N-PORT, May 31, 2026; AFGR, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | KBWY | AFGR |
|---|---|---|
| LPL Financial LLC | $11.6M | $10.4M |
| Morgan Stanley | $13.9M | $18K |
| Osaic Holdings, Inc. | $809K | $11.6M |
| Cetera Investment Advisers | $257K | $3.9M |
| Tower Research Capital LLC (TRC) | $631K | $1.9M |
| Raymond James Financial Inc. | $681K | $1.2M |
| Harbour Investments, Inc. | $59K | $940K |
| UBS Group AG | $193K | $34K |
| Global Retirement Partners, LLC | $185K | $21K |
| Private Trust Co NA | $17K | $126K |
| Fifth Third Bancorp | $84K | $16K |
| JPMorgan Chase & Co | $6K | $50K |
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: KBWY institutional holders, AFGR institutional holders.
Frequently asked questions
How much do KBWY and AFGR overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBWY as of May 31, 2026 and AFGR as of May 31, 2026.
Do institutions hold both KBWY and AFGR?
12 Form 13F filers report positions in both, out of 83 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%.