RZG vs BKSE overlap
RZG and BKSE overlap 14.2% by weight, across 75 shared holdings.
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Top shared holdings
| Holding | RZG | BKSE | Overlap |
|---|---|---|---|
| Corcept TheraCORT | 1.27% | 0.46% | 0.46% |
| Brinker IntlEAT | 0.88% | 0.40% | 0.40% |
| Protagonist THERPTGX | 1.78% | 0.36% | 0.36% |
| Stonex Group Inc.SNEX | 1.62% | 0.34% | 0.34% |
| ETSY Inc.ETSY | 0.62% | 0.34% | 0.34% |
| TG TherapeuticsTGTX | 1.16% | 0.33% | 0.33% |
| Alkermes PLCALKS | 0.63% | 0.33% | 0.33% |
| FED Signal Corp.FSS | 0.69% | 0.32% | 0.32% |
| LYFT Inc.-aLYFT | 0.61% | 0.27% | 0.27% |
| Archrock Inc.AROC | 0.66% | 0.27% | 0.27% |
| Enova InternatioENVA | 1.57% | 0.27% | 0.27% |
| Everus ConstructECG | 0.83% | 0.26% | 0.26% |
| Ligand PharmLGND | 1.13% | 0.25% | 0.25% |
| PTC TherapeuticsPTCT | 1.19% | 0.24% | 0.24% |
| AAR Corp.AIR | 1.12% | 0.24% | 0.24% |
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: RZG, SEC Form N-PORT, July 31, 2026; BKSE, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | RZG | BKSE |
|---|---|---|
| LPL Financial LLC | $7.2M | $520K |
| Royal Bank of Canada | $319K | $5.9M |
| Raymond James Financial Inc. | $603K | $4.6M |
| Morgan Stanley | $3.3M | $1.4M |
| Bank of America Corp. | $1.9M | $1.3M |
| Osaic Holdings, Inc. | $1.7M | $1.4M |
| Envestnet Asset Management Inc. | $489K | $1.6M |
| Cetera Investment Advisers | $437K | $858K |
| Wells Fargo & Company | $734K | $96 |
| Harbour Investments, Inc. | $227K | $941 |
| FMR LLC | $197K | $22K |
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: RZG institutional holders, BKSE institutional holders.
Frequently asked questions
How much do RZG and BKSE overlap?
14.2% by weight, with 75 holdings in common, using holdings for RZG as of July 31, 2026 and BKSE as of July 31, 2026. The largest shared position is CORT.
Do institutions hold both RZG and BKSE?
11 Form 13F filers report positions in both, out of 80 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%.