ZECP vs AIS overlap
ZECP and AIS overlap 2.5% by weight, across 2 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | ZECP | AIS | Overlap |
|---|---|---|---|
| Corning Inc.GLW | 2.35% | 1.93% | 1.93% |
| Cisco SystemsCSCO | 2.07% | 0.60% | 0.60% |
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: ZECP, SEC Form N-PORT, May 31, 2026; AIS, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | ZECP | AIS |
|---|---|---|
| Advisory Services Network, LLC | $47.4M | $309K |
| LPL Financial LLC | $8.5M | $37.8M |
| Cambridge Investment Research Advisors, Inc. | $6.3M | $8.3M |
| Carter Financial Group, INC. | $1.4M | $6.7M |
| Farther Finance Advisors, LLC | $5.1M | $247K |
| Susquehanna International Group, LLP | $797K | $4.4M |
| Commonwealth Equity Services, LLC | $2.0M | $2.5M |
| Bank of America Corp. | $2.7M | $1.6M |
| Arax Advisory Partners | $392K | $3.3M |
| Creative Planning | $3.1M | $344K |
| Summit Financial, LLC | $709K | $694K |
| CoreCap Advisors, LLC | $225K | $784K |
| Harbour Investments, Inc. | $580K | $88K |
| Focus Partners Advisor Solutions, LLC | $276K | $335K |
| UBS Group AG | $66K | $223K |
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: ZECP institutional holders, AIS institutional holders.
Frequently asked questions
How much do ZECP and AIS overlap?
2.5% by weight, with 2 holdings in common, using holdings for ZECP as of May 31, 2026 and AIS as of May 31, 2026. The largest shared position is GLW.
Do institutions hold both ZECP and AIS?
19 Form 13F filers report positions in both, out of 177 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%.