SCLZ vs RIET overlap

SCLZ and RIET overlap 0.0% by weight, across 0 shared holdings.

SCLZRIET

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

SCLZ0.0% of the fund is in shared holdings, of 57

RIET0.0% of the fund is in shared holdings, of 100

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: SCLZ, SEC Form N-PORT, June 30, 2026; RIET, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 36 holding any

SCLZ46.8% of its 13F dollars, 50.0% of its 10 holders

RIET12.7% of its 13F dollars, 16.1% of its 31 holders

Largest institutions holding both

Firm	SCLZ	RIET
Cambridge Investment Research Advisors, Inc.	$2.1M	$236K
Ethos Financial Group, LLC	$1.4M	$611K
Kestra Advisory Services, LLC	$309K	$248K
Morgan Stanley	$134K	$12
Osaic Holdings, Inc.	$101K	$975

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: SCLZ institutional holders, RIET institutional holders.

Frequently asked questions

How much do SCLZ and RIET overlap?

0.0% by weight, with 0 holdings in common, using holdings for SCLZ as of June 30, 2026 and RIET as of May 31, 2026.

Do institutions hold both SCLZ and RIET?

5 Form 13F filers report positions in both, out of 36 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%.