ZAPR vs AAPR overlap
24 institutions report holding both ZAPR and AAPR.
ZAPRAAPR
Pick 2 to 4 ETFs.
We don’t have holdings for ZAPR, AAPR. 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.
24
institutions report holding both, of 88 holding any
ZAPR55.8% of its 13F dollars, 40.7% of its 59 holders
AAPR41.8% of its 13F dollars, 45.3% of its 53 holders
Largest institutions holding both
| Firm | ZAPR | AAPR |
|---|---|---|
| Kestra Advisory Services, LLC | $7.2M | $3.1M |
| Commonwealth Equity Services, LLC | $2.1M | $3.5M |
| Lineweaver Wealth Advisors, LLC | $2.3M | $545K |
| Centaurus Financial, Inc. | $263K | $2.1M |
| LPL Financial LLC | $846K | $1.4M |
| KFG Wealth Management, LLC | $1.3M | $721K |
| Cetera Investment Advisers | $1.1M | $973K |
| Raymond James Financial Inc. | $949K | $1.1M |
| Brookstone Capital Management | $1.4M | $572K |
| Farther Finance Advisors, LLC | $1.4M | $398K |
| Old Mission Capital LLC | $1.2M | $579K |
| World Investment Advisors | $1.0M | $659K |
| Cypress Wealth Services, LLC | $739K | $645K |
| Trek Financial, LLC | $361K | $791K |
| Osaic Holdings, Inc. | $697K | $350K |
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: ZAPR institutional holders, AAPR institutional holders.
Frequently asked questions
Do institutions hold both ZAPR and AAPR?
24 Form 13F filers report positions in both, out of 88 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%.