KNO vs JELH overlap
2 institutions report holding both KNO and JELH.
KNOJELH
Pick 2 to 4 ETFs.
We don’t have holdings for JELH. 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.
2
institutions report holding both, of 19 holding any
KNO13.6% of its 13F dollars, 15.4% of its 13 holders
JELH4.9% of its 13F dollars, 25.0% of its 8 holders
Largest institutions holding both
| Firm | KNO | JELH |
|---|---|---|
| Old Mission Capital LLC | $1.6M | $485K |
| Jane Street Group, LLC | $354K | $225K |
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: KNO institutional holders, JELH institutional holders.
Frequently asked questions
Do institutions hold both KNO and JELH?
2 Form 13F filers report positions in both, out of 19 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%.