KLMT vs FEGE overlap
3 institutions report holding both KLMT and FEGE.
KLMTFEGE
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.
3
institutions report holding both, of 194 holding any
KLMT0.2% of its 13F dollars, 75.0% of its 4 holders
FEGE12.7% of its 13F dollars, 1.6% of its 193 holders
Largest institutions holding both
| Firm | KLMT | FEGE |
|---|---|---|
| LPL Financial LLC | $844K | $141.2M |
| Osaic Holdings, Inc. | $863 | $55.1M |
| Jane Street Group, LLC | $1.7M | $721K |
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, FEGE institutional holders.
Frequently asked questions
Do institutions hold both KLMT and FEGE?
3 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%.