KAT vs FYLD overlap
KAT and FYLD overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: KAT, SEC Form N-PORT, June 30, 2026; FYLD, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | KAT | FYLD |
|---|---|---|
| Focus Partners Wealth | $126.1M | $13.7M |
| HighTower Advisors, LLC | $9.6M | $66.9M |
| Morgan Stanley | $46.0M | $142K |
| Cambridge Investment Research Advisors, Inc. | $17.9M | $26.1M |
| Raymond James Financial Inc. | $2.4M | $16.9M |
| LPL Financial LLC | $779K | $13.0M |
| UBS Group AG | $2K | $7.8M |
| Greenwood Capital Associates LLC | $278K | $4.7M |
| Osaic Holdings, Inc. | $4K | $4.4M |
| Sanctuary Advisors, LLC | $2.7M | $1.6M |
| Summit Financial, LLC | $403K | $1.4M |
| MGO One Seven LLC | $418K | $218K |
| Allworth Financial LP | $11K | $99K |
| Fifth Third Bancorp | $71K | $668 |
| JPMorgan Chase & Co | $11K | $58K |
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: KAT institutional holders, FYLD institutional holders.
Frequently asked questions
How much do KAT and FYLD overlap?
0.0% by weight, with 0 holdings in common, using holdings for KAT as of June 30, 2026 and FYLD as of July 31, 2026.
Do institutions hold both KAT and FYLD?
15 Form 13F filers report positions in both, out of 113 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%.