KSLV vs EZET overlap
2 institutions report holding both KSLV and EZET.
KSLVEZET
Pick 2 to 4 ETFs.
We don’t have holdings for EZET. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 21 holding any
KSLV0.0% of its 13F dollars, 22.2% of its 9 holders
EZET1.0% of its 13F dollars, 14.3% of its 14 holders
Largest institutions holding both
| Firm | KSLV | EZET |
|---|---|---|
| Morgan Stanley | $30 | $14K |
| Farther Finance Advisors, LLC | $506 | $9K |
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: KSLV institutional holders, EZET institutional holders.
Frequently asked questions
Do institutions hold both KSLV and EZET?
2 Form 13F filers report positions in both, out of 21 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%.