VIS vs KBWB overlap
VIS and KBWB 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: VIS, SEC Form N-PORT, May 31, 2026; KBWB, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | VIS | KBWB |
|---|---|---|
| Bank of America Corp. | $1.5B | $964.3M |
| JPMorgan Chase & Co | $50.3M | $1.1B |
| Morgan Stanley | $323.1M | $169.2M |
| Fisher Asset Management, LLC | $3.3M | $385.8M |
| PGIM Custom Harvest LLC | $377.2M | $3.8M |
| Goldman Sachs Group Inc. | $13.4M | $279.9M |
| Wells Fargo & Company | $221.6M | $69.3M |
| UBS Group AG | $133.4M | $50.1M |
| LPL Financial LLC | $109.5M | $56.8M |
| Raymond James Financial Inc. | $94.1M | $23.3M |
| Envestnet Asset Management Inc. | $98.2M | $18.1M |
| Osaic Holdings, Inc. | $26.2M | $67.6M |
| Royal Bank of Canada | $59.1M | $16.1M |
| Annex Advisory Services, LLC | $205K | $70.3M |
| Ameriprise Financial Inc. | $56.1M | $6.8M |
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: VIS institutional holders, KBWB institutional holders.
Frequently asked questions
How much do VIS and KBWB overlap?
0.0% by weight, with 0 holdings in common, using holdings for VIS as of May 31, 2026 and KBWB as of May 31, 2026.
Do institutions hold both VIS and KBWB?
176 Form 13F filers report positions in both, out of 783 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%.