KBWY vs IYRI overlap

KBWY and IYRI overlap 3.3% by weight, across 5 shared holdings.

KBWYIYRI

Pick 2 to 4 ETFs.

3.3%

overlap by weight, across 5 shared holdings

KBWY14.4% of the fund is in shared holdings, of 30

IYRI3.3% of the fund is in shared holdings, of 61

Top shared holdings

Holding	KBWY	IYRI	Overlap
Healthpeak PropeDOC	3.06%	1.13%	1.13%
Gaming and LeisuGLPI	2.51%	0.92%	0.92%
Alexandria RealARE	2.01%	0.61%	0.61%
Americold Realty Trust IncCOLD	3.30%	0.32%	0.32%
Millrose PropertMRP	3.52%	0.28%	0.28%

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; IYRI, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 97 holding any

KBWY31.6% of its 13F dollars, 23.7% of its 59 holders

IYRI6.9% of its 13F dollars, 26.9% of its 52 holders

Largest institutions holding both

Firm	KBWY	IYRI
LPL Financial LLC	$11.6M	$819K
Summit Financial, LLC	$2.8M	$1.3M
Envestnet Asset Management Inc.	$1.7M	$334K
Wells Fargo & Company	$1.8M	$34
Royal Bank of Canada	$294K	$580K
Osaic Holdings, Inc.	$809K	$44K
Steward Partners Investment Advisory, LLC	$10K	$507K
Parallel Advisors, LLC	$1K	$464K
Global Retirement Partners, LLC	$185K	$4K
Farther Finance Advisors, LLC	$112K	$22K
Integrated Wealth Concepts LLC	$86K	$42K
US Bancorp	$8K	$100K
Harbour Investments, Inc.	$59K	$1K
Founders Financial Alliance, LLC	$464	$24K

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, IYRI institutional holders.

Frequently asked questions

How much do KBWY and IYRI overlap?

3.3% by weight, with 5 holdings in common, using holdings for KBWY as of May 31, 2026 and IYRI as of June 30, 2026. The largest shared position is DOC.

Do institutions hold both KBWY and IYRI?

14 Form 13F filers report positions in both, out of 97 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%.