KMAY vs KJUN overlap
20 institutions report holding both KMAY and KJUN.
KMAYKJUN
Pick 2 to 4 ETFs.
We don’t have holdings for KMAY, KJUN. 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.
20
institutions report holding both, of 59 holding any
KMAY49.4% of its 13F dollars, 51.3% of its 39 holders
KJUN80.5% of its 13F dollars, 50.0% of its 40 holders
Largest institutions holding both
| Firm | KMAY | KJUN |
|---|---|---|
| Susquehanna International Group, LLP | $1.4M | $8.8M |
| Commonwealth Equity Services, LLC | $1.6M | $6.2M |
| Raymond James Financial Inc. | $4.2M | $3.2M |
| Osaic Holdings, Inc. | $3.2M | $1.6M |
| Harbour Investments, Inc. | $2.0M | $1.9M |
| Cetera Investment Advisers | $1.4M | $1.6M |
| Kestra Advisory Services, LLC | $460K | $1.3M |
| PFS Partners, LLC | $93K | $1.4M |
| LPL Financial LLC | $508K | $830K |
| Cresset Asset Management, LLC | $306K | $1.0M |
| Diligent Investors, LLC | $977K | $201K |
| First Commonwealth Financial Corp | $805K | $255K |
| Private Advisor Group, LLC | $546K | $509K |
| Keating Financial Advisory Services, Inc. | $336K | $324K |
| DHJJ Financial Advisors, Ltd. | $189K | $449K |
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, KJUN institutional holders.
Frequently asked questions
Do institutions hold both KMAY and KJUN?
20 Form 13F filers report positions in both, out of 59 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%.