KNG vs JMOM overlap
KNG and JMOM overlap 7.9% by weight, across 17 shared holdings.
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Top shared holdings
| Holding | KNG | JMOM | Overlap |
|---|---|---|---|
| Johnson&JohnsonJNJ | 1.50% | 1.89% | 1.50% |
| Walmart Inc.WMT | 1.40% | 1.26% | 1.26% |
| Caterpillar Inc.CAT | 1.35% | 1.12% | 1.12% |
| Abbvie Inc.ABBV | 1.62% | 1.07% | 1.07% |
| IBMIBM | 1.49% | 0.63% | 0.63% |
| Exxon Mobil Corp.XOM | 1.39% | 0.57% | 0.57% |
| Nucor Corp.NUE | 1.64% | 0.35% | 0.35% |
| Cardinal HealthCAH | 1.49% | 0.28% | 0.28% |
| Archer-DanielsADM | 1.51% | 0.22% | 0.22% |
| LOWE'S COS Inc.LOW | 1.40% | 0.19% | 0.19% |
| Franklin RES Inc.BEN | 1.65% | 0.19% | 0.19% |
| Linde PLCLIN | 1.29% | 0.18% | 0.18% |
| Cincinnati FINCINF | 1.41% | 0.11% | 0.11% |
| Coca-Cola Co/theKO | 1.55% | 0.08% | 0.08% |
| Atmos EnergyATO | 1.33% | 0.08% | 0.08% |
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: KNG, SEC Form N-PORT, July 31, 2026; JMOM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | KNG | JMOM |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $4.4M | $809.0M |
| LPL Financial LLC | $279.4M | $71.7M |
| Morgan Stanley | $248.0M | $440K |
| Wells Fargo & Company | $156.6M | $207K |
| Equitable Holdings, Inc. | $1.5M | $121.5M |
| Raymond James Financial Inc. | $109.4M | $2.8M |
| UBS Group AG | $100.3M | $32K |
| Envestnet Asset Management Inc. | $67.9M | $1.9M |
| JPMorgan Chase & Co | $3K | $65.0M |
| Royal Bank of Canada | $57.3M | $3.2M |
| Cetera Investment Advisers | $53.4M | $3.5M |
| Janney Montgomery Scott LLC | $35.4M | $430K |
| Osaic Holdings, Inc. | $27.6M | $1.2M |
| Cambridge Investment Research Advisors, Inc. | $25.1M | $1.1M |
| Commonwealth Equity Services, LLC | $17.9M | $2.1M |
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: KNG institutional holders, JMOM institutional holders.
Frequently asked questions
How much do KNG and JMOM overlap?
7.9% by weight, with 17 holdings in common, using holdings for KNG as of July 31, 2026 and JMOM as of July 31, 2026. The largest shared position is JNJ.
Do institutions hold both KNG and JMOM?
58 Form 13F filers report positions in both, out of 411 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%.