KLMT vs CGCV overlap
2 institutions report holding both KLMT and CGCV.
KLMTCGCV
Pick 2 to 4 ETFs.
We don’t have holdings for KLMT. 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.
2
institutions report holding both, of 161 holding any
KLMT0.1% of its 13F dollars, 50.0% of its 4 holders
CGCV12.5% of its 13F dollars, 1.3% of its 159 holders
Largest institutions holding both
| Firm | KLMT | CGCV |
|---|---|---|
| LPL Financial LLC | $844K | $188.4M |
| Osaic Holdings, Inc. | $863 | $16.0M |
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: KLMT institutional holders, CGCV institutional holders.
Frequently asked questions
Do institutions hold both KLMT and CGCV?
2 Form 13F filers report positions in both, out of 161 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%.