KIE vs DCRE overlap
KIE and DCRE 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; DCRE, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KIE | DCRE |
|---|---|---|
| Goldman Sachs Group Inc. | $101.0M | $2.6M |
| Morgan Stanley | $53.8M | $233K |
| UBS Group AG | $31.7M | $1.0M |
| LPL Financial LLC | $13.9M | $7.6M |
| Envestnet Asset Management Inc. | $1.4M | $17.2M |
| Bank of America Corp. | $15.1M | $779K |
| Thrivent Financial for Lutherans | $1.7M | $10.0M |
| HighTower Advisors, LLC | $223K | $11.1M |
| Steward Partners Investment Advisory, LLC | $125K | $6.6M |
| MML Investors Services, LLC | $4.5M | $936K |
| Wells Fargo & Company | $4.4M | $360K |
| Osaic Holdings, Inc. | $1.2M | $2.8M |
| JPMorgan Chase & Co | $2.6M | $2K |
| Royal Bank of Canada | $2.4M | $23K |
| Belpointe Asset Management LLC | $420K | $1.2M |
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, DCRE institutional holders.
Frequently asked questions
How much do KIE and DCRE overlap?
0.0% by weight, with 0 holdings in common, using holdings for KIE as of June 30, 2026 and DCRE as of June 30, 2026.
Do institutions hold both KIE and DCRE?
27 Form 13F filers report positions in both, out of 205 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%.