KLMN vs FV overlap
4 institutions report holding both KLMN and FV.
KLMNFV
Pick 2 to 4 ETFs.
We don’t have holdings for KLMN. 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.
4
institutions report holding both, of 354 holding any
KLMN0.2% of its 13F dollars, 80.0% of its 5 holders
FV1.4% of its 13F dollars, 1.1% of its 353 holders
Largest institutions holding both
| Firm | KLMN | FV |
|---|---|---|
| Rockefeller Capital Management L.P. | $61K | $30.0M |
| Susquehanna International Group, LLP | $1.9M | $4.6M |
| Goldman Sachs Group Inc. | $2.7M | $1.8M |
| Flow Traders U.S. LLC | $446K | $638K |
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: KLMN institutional holders, FV institutional holders.
Frequently asked questions
Do institutions hold both KLMN and FV?
4 Form 13F filers report positions in both, out of 354 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%.