KNGZ vs CTAP overlap
4 institutions report holding both KNGZ and CTAP.
KNGZCTAP
Pick 2 to 4 ETFs.
We don’t have holdings for CTAP. 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.
4
institutions report holding both, of 55 holding any
KNGZ7.9% of its 13F dollars, 9.8% of its 41 holders
CTAP31.8% of its 13F dollars, 22.2% of its 18 holders
Largest institutions holding both
| Firm | KNGZ | CTAP |
|---|---|---|
| MML Investors Services, LLC | $345K | $7.3M |
| Envestnet Asset Management Inc. | $1.0M | $2.8M |
| Wedbush Securities Inc. | $1.7M | $2.0M |
| Commonwealth Equity Services, LLC | $330K | $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: KNGZ institutional holders, CTAP institutional holders.
Frequently asked questions
Do institutions hold both KNGZ and CTAP?
4 Form 13F filers report positions in both, out of 55 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%.