KOMP vs FV overlap
KOMP and FV overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
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: KOMP, SEC Form N-PORT, June 30, 2026; FV, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KOMP | FV |
|---|---|---|
| Morgan Stanley | $18.2M | $419.5M |
| LPL Financial LLC | $5.8M | $250.3M |
| Wells Fargo & Company | $3.2M | $184.3M |
| Raymond James Financial Inc. | $8.8M | $128.7M |
| Commonwealth Equity Services, LLC | $4.5M | $132.5M |
| Bank of America Corp. | $7.1M | $87.8M |
| UBS Group AG | $1.8M | $91.1M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $72.5M |
| Royal Bank of Canada | $10.2M | $56.3M |
| Osaic Holdings, Inc. | $1.0M | $49.1M |
| NewEdge Advisors, LLC | $239K | $41.9M |
| Baird Financial Group, Inc. | $16.5M | $21.4M |
| Stifel Financial Corp. | $1.3M | $31.6M |
| Cetera Investment Advisers | $2.1M | $30.6M |
| Rockefeller Capital Management L.P. | $11K | $30.0M |
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, FV institutional holders.
Frequently asked questions
How much do KOMP and FV overlap?
0.0% by weight, with 0 holdings in common, using holdings for KOMP as of June 30, 2026 and FV as of June 30, 2026.
Do institutions hold both KOMP and FV?
80 Form 13F filers report positions in both, out of 434 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%.