KLIP vs BRLN overlap
7 institutions report holding both KLIP and BRLN.
KLIPBRLN
Pick 2 to 4 ETFs.
We don’t have holdings for BRLN. 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.
7
institutions report holding both, of 47 holding any
KLIP39.6% of its 13F dollars, 28.0% of its 25 holders
BRLN43.0% of its 13F dollars, 24.1% of its 29 holders
Largest institutions holding both
| Firm | KLIP | BRLN |
|---|---|---|
| LPL Financial LLC | $3.1M | $6.6M |
| Jane Street Group, LLC | $1.9M | $1.3M |
| Susquehanna International Group, LLP | $2.6M | $242K |
| Cetera Investment Advisers | $726K | $708K |
| Royal Bank of Canada | $641K | $662K |
| Creative Financial Designs Inc. | $2K | $62K |
| Morgan Stanley | $56 | $56 |
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: KLIP institutional holders, BRLN institutional holders.
Frequently asked questions
Do institutions hold both KLIP and BRLN?
7 Form 13F filers report positions in both, out of 47 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%.