KMAY vs JUNP overlap
7 institutions report holding both KMAY and JUNP.
KMAYJUNP
Pick 2 to 4 ETFs.
We don’t have holdings for KMAY, JUNP. 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 45 holding any
KMAY26.8% of its 13F dollars, 17.9% of its 39 holders
JUNP17.7% of its 13F dollars, 53.9% of its 13 holders
Largest institutions holding both
| Firm | KMAY | JUNP |
|---|---|---|
| Commonwealth Equity Services, LLC | $1.6M | $4.4M |
| Raymond James Financial Inc. | $4.2M | $371K |
| Cetera Investment Advisers | $1.4M | $766K |
| Harbour Investments, Inc. | $2.0M | $134K |
| Kestra Advisory Services, LLC | $460K | $406K |
| Old Mission Capital LLC | $361K | $322K |
| DHJJ Financial Advisors, Ltd. | $189K | $378K |
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: KMAY institutional holders, JUNP institutional holders.
Frequently asked questions
Do institutions hold both KMAY and JUNP?
7 Form 13F filers report positions in both, out of 45 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%.