KOMP vs BOXX overlap
59 institutions report holding both KOMP and BOXX.
KOMPBOXX
Pick 2 to 4 ETFs.
We don’t have holdings for BOXX. 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.
59
institutions report holding both, of 475 holding any
KOMP9.8% of its 13F dollars, 36.6% of its 161 holders
BOXX28.0% of its 13F dollars, 15.8% of its 373 holders
Largest institutions holding both
| Firm | KOMP | BOXX |
|---|---|---|
| Wealth Enhancement Advisory Services, LLC | $7.3M | $162.4M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $133.7M |
| Betterment LLC | $107.3M | $544K |
| Rockefeller Capital Management L.P. | $11K | $81.4M |
| Mariner, LLC | $10.7M | $53.4M |
| HighTower Advisors, LLC | $2.4M | $46.1M |
| JPMorgan Chase & Co | $877K | $36.0M |
| Morgan Stanley | $18.2M | $888K |
| Aptus Capital Advisors, LLC | $7.0M | $10.0M |
| Royal Bank of Canada | $10.2M | $4.1M |
| Focus Partners Wealth | $1.5M | $11.8M |
| Farther Finance Advisors, LLC | $408K | $12.4M |
| Quantinno Capital Management LP | $236K | $12.1M |
| Commonwealth Equity Services, LLC | $4.5M | $7.0M |
| Raymond James Financial Inc. | $8.8M | $569K |
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: KOMP institutional holders, BOXX institutional holders.
Frequently asked questions
Do institutions hold both KOMP and BOXX?
59 Form 13F filers report positions in both, out of 475 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%.