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KBWD vs PSCF

Shared holdings
14
KBWD covered by PSCF
23.63%
PSCF covered by KBWD
23.63%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 42 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

KBWD (Feb. 28, 2026)

SecurityWeight
Invesco Private Prime Fund16.99%
Invesco Private Government Fund6.55%
INVESCO MORTGAGE CAPITAL INC3.92%
ORCHID ISLAND CAPITAL INC3.71%
AGNC INVESTMENT CORP3.14%
TWO HBRS INVT CORP3.09%
ARMOUR RESIDENTIAL REIT INC3.06%
NEW YORK MTGE2.84%
DYNEX CAPITAL2.84%
Trinity Capital Inc., BDC2.81%
ANNALY CAPITAL MGMT INC REIT2.63%
MFA FINANCIAL INC2.61%
Goldman Sachs BDC, Inc. SHS2.49%
PENNYMAC MORTGAGE INV TRUST2.29%
REDWOOD TRUST INC REIT2.07%
ARBOR REALTY TRUST INC2.05%
PennantPark Floating Rate Capital Ltd., BDC1.94%
CION Investment Corporation1.93%
TCG BDC, Inc.1.91%
FRANKLIN BSP REALTY TRUST INC1.89%
WESTERN UNION CO1.86%
Nuveen Churchill Direct Lending Corp.1.79%
NEW MOUNTAIN FINANCE CORP COMMON STOCK1.77%
FS KKR CAPITAL CORP COMMON STOCK1.73%
MidCap Financial Investment Corp., BDC1.71%
BlackRock TCP Capital Corp., BDC1.70%
BLUE OWL CAPITAL CORP COMMON STOCK1.67%
PENNANTPARK INVESTMENT CORP COMMON STOCK1.60%
ALLIANCEBERNSTEIN HOLDING LP1.56%
Crescent Capital BDC, Inc. COM1.53%
WASH TRUST BANC1.35%
ARTISAN PARTNERS ASSET MANAGEMENT INC A1.33%
FRANKLIN RESOURCES INC1.31%
FIRST INTST BANCSYST INC CL A1.17%
KEARNY FINANCIAL CORP1.17%
NORTHWEST BANCSHARES INC1.11%
UWM HOLDINGS CORP CL A1.01%
PEOPLES BANCORP INC0.96%
FLUSHING FINL0.92%
LINCOLN NATL CRP0.83%
PRUDENTL FINL0.73%
BLUE OWL CAPITAL INC A0.44%

PSCF (Feb. 28, 2026)

SecurityWeight
Invesco Private Prime Fund13.63%
Invesco Private Government Fund5.25%
CARETRUST REIT INC1.89%
JACKSON FINANCIAL INC1.55%
MARKETAXESS HLDGS INC1.49%
TERRENO REALTY CORP1.43%
ESSENTIAL PROPERTIES REALTY TRUST INC1.40%
RYMAN HOSPITALITY PPTYS INC1.30%
STONEX GROUP INC1.24%
LINCOLN NATL CRP1.21%
ATLANTIC UNION B1.10%
MACERICH COMPANY1.09%
AMERIS BANCORP1.04%
PHILLIPS EDISON and CO INC1.03%
AXOS FINANCIAL INC1.03%
PIPER SANDLER COS1.03%
MILLROSE PROPERTIES INC1.01%
RADIAN GROUP INC0.98%
HA SUSTAINABLE INFRASTRUCTURE CAPITAL INC0.96%
MOELIS & CO-CL A0.92%
TANGER INC- REIT0.89%
OUTFRONT MEDIA INC0.88%
SERVISFIRST BANCSHARES INC0.85%
UNITED COMMUNITY BANKS GA0.82%
INDEPENDENT BANK CORP MASS0.81%
ASSURED GUARANTY0.78%
FULTON FINANCIAL CORP0.77%
PJT PARTNERS INC0.75%
RENASANT CORP0.75%
BANKUNITED INC0.73%
WSFS FINANCIAL CORP0.72%
ENOVA INTL INC0.72%
BGC GROUP INC-A0.71%
CATHAY GENERAL BANCORP0.71%
GENWORTH FINANCIAL INC A0.70%
VICTORY CAPITAL HOLDINGS INC CL A0.69%
FIRST BANCORP PUERTO RICO0.69%
VIRTU FINANCIAL INC- CL A0.69%
PALOMAR HOLDINGS0.68%
NCR ATLEOS CORP0.68%
BREAD FINANCIAL HOLDINGS0.68%
COMMUNITY FINANCIAL SYSTEM INC0.67%
STEPSTONE GROUP INC CLASS A0.66%
CUSHMAN & WAKEFI0.65%
FIRST INTST BANCSYST INC CL A0.65%
FIRST HAWAIIAN INC0.64%
WESTERN UNION CO0.64%
BLACKSTONE MORTGAGE TR CL A0.63%
NMI HOLDINGS INC A0.63%
SEACOAST BANKING CORP FLORIDA0.63%

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