KFEB vs FEBM overlap
10 institutions report holding both KFEB and FEBM.
KFEBFEBM
Pick 2 to 4 ETFs.
We don’t have holdings for KFEB, FEBM. 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.
10
institutions report holding both, of 74 holding any
KFEB38.0% of its 13F dollars, 22.7% of its 44 holders
FEBM31.7% of its 13F dollars, 25.0% of its 40 holders
Largest institutions holding both
| Firm | KFEB | FEBM |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.7M | $834K |
| Susquehanna International Group, LLP | $1.2M | $1.3M |
| Cambridge Investment Research Advisors, Inc. | $938K | $1.5M |
| Cetera Investment Advisers | $952K | $1.3M |
| Kestra Advisory Services, LLC | $1.5M | $522K |
| LPL Financial LLC | $1.2M | $360K |
| Harbour Investments, Inc. | $138K | $1.2M |
| Osaic Holdings, Inc. | $897K | $200K |
| AE Wealth Management LLC | $162K | $215K |
| Ashton Thomas Private Wealth, LLC | $158K | $25K |
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: KFEB institutional holders, FEBM institutional holders.
Frequently asked questions
Do institutions hold both KFEB and FEBM?
10 Form 13F filers report positions in both, out of 74 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%.