REZ vs KSA overlap
REZ and KSA 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: REZ, SEC Form N-PORT, June 30, 2026; KSA, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | REZ | KSA |
|---|---|---|
| BlackRock, Inc. | $48K | $69.2M |
| Morgan Stanley | $47.0M | $7.7M |
| FMR LLC | $178K | $45.5M |
| Bank of America Corp. | $9.3M | $13.9M |
| Raymond James Financial Inc. | $15.8M | $1.1M |
| Royal Bank of Canada | $15.3M | $1.2M |
| UBS Group AG | $2.4M | $10.9M |
| JPMorgan Chase & Co | $4.3M | $6.0M |
| Osaic Holdings, Inc. | $7.3M | $309K |
| Cambridge Investment Research Advisors, Inc. | $2.9M | $3.7M |
| Fifth Third Bancorp | $149K | $4.6M |
| Wells Fargo & Company | $3.3M | $35 |
| Citigroup Inc. | $2.3M | $13K |
| D. E. Shaw & Co., Inc. | $327K | $1.6M |
| Global Retirement Partners, LLC | $1.2M | $109K |
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: REZ institutional holders, KSA institutional holders.
Frequently asked questions
How much do REZ and KSA overlap?
0.0% by weight, with 0 holdings in common, using holdings for REZ as of June 30, 2026 and KSA as of May 31, 2026.
Do institutions hold both REZ and KSA?
20 Form 13F filers report positions in both, out of 247 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%.