ZAPR vs SFEB overlap
15 institutions report holding both ZAPR and SFEB.
ZAPRSFEB
Pick 2 to 4 ETFs.
We don’t have holdings for ZAPR, SFEB. 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.
15
institutions report holding both, of 97 holding any
ZAPR42.2% of its 13F dollars, 25.4% of its 59 holders
SFEB61.1% of its 13F dollars, 28.3% of its 53 holders
Largest institutions holding both
| Firm | ZAPR | SFEB |
|---|---|---|
| Kestra Advisory Services, LLC | $7.2M | $2.1M |
| Cambridge Investment Research Advisors, Inc. | $2.3M | $4.4M |
| Commonwealth Equity Services, LLC | $2.1M | $3.1M |
| Raymond James Financial Inc. | $949K | $4.1M |
| Osaic Holdings, Inc. | $697K | $4.2M |
| Cetera Investment Advisers | $1.1M | $3.0M |
| LPL Financial LLC | $846K | $2.6M |
| Envestnet Asset Management Inc. | $526K | $2.1M |
| Truist Financial Corp. | $1.1M | $1.4M |
| Old Mission Capital LLC | $1.2M | $392K |
| Susquehanna International Group, LLP | $715K | $539K |
| Marshall Financial Group, LLC | $285K | $447K |
| Main Street Financial Solutions, LLC | $357K | $222K |
| DHJJ Financial Advisors, Ltd. | $69K | $159K |
| CoreCap Advisors, LLC | $140K | $4K |
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, SFEB institutional holders.
Frequently asked questions
Do institutions hold both ZAPR and SFEB?
15 Form 13F filers report positions in both, out of 97 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%.