KMLM vs ACEP overlap

KMLM and ACEP overlap 0.0% by weight, across 0 shared holdings.

KMLMACEP

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

KMLM0.0% of the fund is in shared holdings, of 4

ACEP0.0% of the fund is in shared holdings, of 28

Top shared holdings

These funds hold nothing in common.

Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: KMLM, SEC Form N-PORT, June 30, 2026; ACEP, SEC Form N-PORT, May 29, 2026.

institutions report holding both, of 64 holding any

KMLM0.3% of its 13F dollars, 1.6% of its 62 holders

ACEP5.3% of its 13F dollars, 33.3% of its 3 holders

Largest institutions holding both

Firm	KMLM	ACEP
NewEdge Advisors, LLC	$235K	$4.7M

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: KMLM institutional holders, ACEP institutional holders.

Frequently asked questions

How much do KMLM and ACEP overlap?

0.0% by weight, with 0 holdings in common, using holdings for KMLM as of June 30, 2026 and ACEP as of May 29, 2026.

Do institutions hold both KMLM and ACEP?

1 Form 13F filers report positions in both, out of 64 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%.