KSPY vs BFRZ overlap
5 institutions report holding both KSPY and BFRZ.
KSPYBFRZ
Pick 2 to 4 ETFs.
We don’t have holdings for BFRZ. 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.
5
institutions report holding both, of 66 holding any
KSPY40.9% of its 13F dollars, 25.0% of its 20 holders
BFRZ6.8% of its 13F dollars, 9.8% of its 51 holders
Largest institutions holding both
| Firm | KSPY | BFRZ |
|---|---|---|
| LPL Financial LLC | $21.8M | $980K |
| Envestnet Asset Management Inc. | $6.3M | $2.5M |
| Cetera Investment Advisers | $6.2M | $1.0M |
| Osaic Holdings, Inc. | $132K | $1.1M |
| Jane Street Group, LLC | $568K | $225K |
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: KSPY institutional holders, BFRZ institutional holders.
Frequently asked questions
Do institutions hold both KSPY and BFRZ?
5 Form 13F filers report positions in both, out of 66 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%.