KBWY vs ESPO overlap
KBWY and ESPO 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; ESPO, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KBWY | ESPO |
|---|---|---|
| LPL Financial LLC | $11.6M | $10.0M |
| Morgan Stanley | $13.9M | $3.4M |
| Bank of America Corp. | $2.7M | $5.7M |
| PNC Financial Services Group, Inc. | $36K | $4.0M |
| Raymond James Financial Inc. | $681K | $2.4M |
| UBS Group AG | $193K | $2.8M |
| Ameriprise Financial Inc. | $2.5M | $423K |
| Wells Fargo & Company | $1.8M | $726K |
| Royal Bank of Canada | $294K | $1.9M |
| Steward Partners Investment Advisory, LLC | $10K | $1.7M |
| Osaic Holdings, Inc. | $809K | $802K |
| Jane Street Group, LLC | $397K | $963K |
| Northwestern Mutual Wealth Management Co | $110K | $687K |
| Cetera Investment Advisers | $257K | $526K |
| D. E. Shaw & Co., Inc. | $457K | $287K |
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, ESPO institutional holders.
Frequently asked questions
How much do KBWY and ESPO overlap?
0.0% by weight, with 0 holdings in common, using holdings for KBWY as of May 31, 2026 and ESPO as of June 30, 2026.
Do institutions hold both KBWY and ESPO?
28 Form 13F filers report positions in both, out of 116 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%.