KIE vs CHAT overlap
KIE and CHAT 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: KIE, SEC Form N-PORT, June 30, 2026; CHAT, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | KIE | CHAT |
|---|---|---|
| Goldman Sachs Group Inc. | $101.0M | $336K |
| LPL Financial LLC | $13.9M | $65.9M |
| Morgan Stanley | $53.8M | $899K |
| UBS Group AG | $31.7M | $3.4M |
| Commonwealth Equity Services, LLC | $781K | $16.1M |
| Susquehanna International Group, LLP | $4.3M | $10.0M |
| Citadel Advisors LLC | $9.6M | $412K |
| Cambridge Investment Research Advisors, Inc. | $1.9M | $7.4M |
| Janney Montgomery Scott LLC | $735K | $8.2M |
| Barclays PLC | $7.3M | $79K |
| Osaic Holdings, Inc. | $1.2M | $6.0M |
| Wells Fargo & Company | $4.4M | $515K |
| MML Investors Services, LLC | $4.5M | $290K |
| Envestnet Asset Management Inc. | $1.4M | $3.0M |
| Stifel Financial Corp. | $1.4M | $2.9M |
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, CHAT institutional holders.
Frequently asked questions
How much do KIE and CHAT overlap?
0.0% by weight, with 0 holdings in common, using holdings for KIE as of June 30, 2026 and CHAT as of July 31, 2026.
Do institutions hold both KIE and CHAT?
57 Form 13F filers report positions in both, out of 303 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%.