KIE vs CSRE overlap
KIE and CSRE 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: KIE, SEC Form N-PORT, June 30, 2026; CSRE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KIE | CSRE |
|---|---|---|
| Morgan Stanley | $53.8M | $57K |
| Bank of America Corp. | $15.1M | $19.2M |
| Northwestern Mutual Wealth Management Co | $25K | $29.3M |
| Raymond James Financial Inc. | $2.8M | $24.9M |
| Royal Bank of Canada | $2.4M | $20.3M |
| Osaic Holdings, Inc. | $1.2M | $10.6M |
| Citadel Advisors LLC | $9.6M | $1.3M |
| HighTower Advisors, LLC | $223K | $9.7M |
| Susquehanna International Group, LLP | $4.3M | $4.2M |
| Envestnet Asset Management Inc. | $1.4M | $6.4M |
| Commonwealth Equity Services, LLC | $781K | $3.8M |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $2.0M |
| Janney Montgomery Scott LLC | $735K | $3.1M |
| Stifel Financial Corp. | $1.4M | $609K |
| Ellis Investment Partners, LLC | $1.5M | $366K |
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: KIE institutional holders, CSRE institutional holders.
Frequently asked questions
How much do KIE and CSRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for KIE as of June 30, 2026 and CSRE as of June 30, 2026.
Do institutions hold both KIE and CSRE?
23 Form 13F filers report positions in both, out of 213 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%.