Compare fund portfolios
See how two funds' portfolios overlap. Enter two tickers:
KBWD vs SATO
Shared holdings
2
KBWD covered by SATO
23.54%
SATO covered by KBWD
23.54%
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)
| Security | Weight | |
|---|---|---|
| Invesco Private Prime Fund | 16.99% | |
| Invesco Private Government Fund | 6.55% | |
| INVESCO MORTGAGE CAPITAL INC | 3.92% | |
| ORCHID ISLAND CAPITAL INC | 3.71% | |
| AGNC INVESTMENT CORP | 3.14% | |
| TWO HBRS INVT CORP | 3.09% | |
| ARMOUR RESIDENTIAL REIT INC | 3.06% | |
| NEW YORK MTGE | 2.84% | |
| DYNEX CAPITAL | 2.84% | |
| Trinity Capital Inc., BDC | 2.81% | |
| ANNALY CAPITAL MGMT INC REIT | 2.63% | |
| MFA FINANCIAL INC | 2.61% | |
| Goldman Sachs BDC, Inc. SHS | 2.49% | |
| PENNYMAC MORTGAGE INV TRUST | 2.29% | |
| REDWOOD TRUST INC REIT | 2.07% | |
| ARBOR REALTY TRUST INC | 2.05% | |
| PennantPark Floating Rate Capital Ltd., BDC | 1.94% | |
| CION Investment Corporation | 1.93% | |
| TCG BDC, Inc. | 1.91% | |
| FRANKLIN BSP REALTY TRUST INC | 1.89% | |
| WESTERN UNION CO | 1.86% | |
| Nuveen Churchill Direct Lending Corp. | 1.79% | |
| NEW MOUNTAIN FINANCE CORP COMMON STOCK | 1.77% | |
| FS KKR CAPITAL CORP COMMON STOCK | 1.73% | |
| MidCap Financial Investment Corp., BDC | 1.71% | |
| BlackRock TCP Capital Corp., BDC | 1.70% | |
| BLUE OWL CAPITAL CORP COMMON STOCK | 1.67% | |
| PENNANTPARK INVESTMENT CORP COMMON STOCK | 1.60% | |
| ALLIANCEBERNSTEIN HOLDING LP | 1.56% | |
| Crescent Capital BDC, Inc. COM | 1.53% | |
| WASH TRUST BANC | 1.35% | |
| ARTISAN PARTNERS ASSET MANAGEMENT INC A | 1.33% | |
| FRANKLIN RESOURCES INC | 1.31% | |
| FIRST INTST BANCSYST INC CL A | 1.17% | |
| KEARNY FINANCIAL CORP | 1.17% | |
| NORTHWEST BANCSHARES INC | 1.11% | |
| UWM HOLDINGS CORP CL A | 1.01% | |
| PEOPLES BANCORP INC | 0.96% | |
| FLUSHING FINL | 0.92% | |
| LINCOLN NATL CRP | 0.83% | |
| PRUDENTL FINL | 0.73% | |
| BLUE OWL CAPITAL INC A | 0.44% |
SATO (April 30, 2026)
| Security | Weight | |
|---|---|---|
| Invesco Private Prime Fund | 17.32% | |
| Invesco Private Government Fund | 6.68% | |
| SHS BEN INT | 6.20% | |
| ETHZILLA CORP | 3.30% | |
| STRIVE INC-A | 1.96% | |
| Keel Infrastructure Corp. | 1.77% | |
| APPLIED DIGITAL CORP | 1.65% | |
| BTCS INC | 1.64% | |
| GALAXY DIGITAL INC A | 1.59% | |
| SOLUNA HOLDINGS INC | 1.58% | |
| STRATEGY INC CL A | 1.58% | |
| Twenty One Capital, Inc., Class A | 1.54% | |
| MARATHON DIGITAL HOLDINGS INC | 1.52% | |
| Fidelity Wise Origin Bitcoin Fund | 1.51% | |
| CLEANSPARK INC | 1.51% | |
| IREN Ltd. ORDINARY SHARES | 1.51% | |
| AMERICAN BITCOIN CORP A | 1.50% | |
| EXODUS MOVEMENT INC | 1.50% | |
| BITGO HOLDINGS-A | 1.49% | |
| CANAAN INC DEPOSITARY RECEIPT | 1.48% | |
| HUT 8 CORP | 1.47% | |
| HIVE DIGITAL TECHNOLOGIES LTD | 1.42% | |
| TERAWULF INC | 1.40% | |
| BIT DIGITAL INC COMMON STOCK USD.01 | 1.39% | |
| SHARPLINK INC | 1.38% | |
| METAPLANET INC /JPY/ 0.00000000 | 1.37% | |
| CORE SCIENTIFIC INC | 1.37% | |
| COINBASE GLOBAL INC | 1.37% | |
| ETORO GROUP LTD A COMMON STOCK NPV | 1.36% | |
| BITDEER TECHS. GROUP | 1.34% | |
| CIPHER MINING INC | 1.33% | |
| CIRCLE INTERNET GROUP INC A | 1.31% | |
| Bullish ORD SHS | 1.28% | |
| Boyaa Interactive International Ltd | 1.28% | |
| RIOT PLATFORMS INC | 1.27% | |
| BAKKT INC A | 1.26% | |
| BITMINE IMMERSION TECHNOLOGIES INC | 1.25% | |
| Grayscale Bitcoin Trust ETF | 1.23% | |
| GEMINI SPACE STATION INC | 1.12% | |
| HASHKEY HOLDINGS LTD | 1.10% | |
| OSL Group Ltd | 1.10% | |
| ADV MICRO DEVICE | 1.03% | |
| KINDLY MD INC | 1.03% | |
| DIGI POWER X INC COMMON STOCK | 0.98% | |
| TESLA INC | 0.76% | |
| MICROSOFT CORP | 0.76% | |
| GAMESTOP CORP CL A | 0.75% | |
| PAYPAL HOLDINGS | 0.75% | |
| NVIDIA CORP | 0.75% | |
| TAIWAN SEMIC MFG CO LTD SP ADR | 0.74% |
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.