KIE vs AMJB overlap
23 institutions report holding both KIE and AMJB.
KIEAMJB
Pick 2 to 4 ETFs.
We don’t have holdings for AMJB. 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.
23
institutions report holding both, of 194 holding any
KIE51.8% of its 13F dollars, 15.9% of its 145 holders
AMJB27.4% of its 13F dollars, 31.9% of its 72 holders
Largest institutions holding both
| Firm | KIE | AMJB |
|---|---|---|
| Goldman Sachs Group Inc. | $101.0M | $10.8M |
| JPMorgan Chase & Co | $2.6M | $65.7M |
| Morgan Stanley | $53.8M | $2.2M |
| UBS Group AG | $31.7M | $2.1M |
| LPL Financial LLC | $13.9M | $18.3M |
| Baird Financial Group, Inc. | $270K | $9.4M |
| Susquehanna International Group, LLP | $4.3M | $1.5M |
| Raymond James Financial Inc. | $2.8M | $483K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $804K |
| Royal Bank of Canada | $2.4M | $22K |
| Kestra Advisory Services, LLC | $1.1M | $1.2M |
| HighTower Advisors, LLC | $223K | $1.4M |
| Cetera Investment Advisers | $960K | $609K |
| Osaic Holdings, Inc. | $1.2M | $153K |
| IFP Advisors, Inc | $35K | $1.2M |
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: KIE institutional holders, AMJB institutional holders.
Frequently asked questions
Do institutions hold both KIE and AMJB?
23 Form 13F filers report positions in both, out of 194 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%.