KOMP vs FWD overlap
KOMP and FWD overlap 11.8% by weight, across 40 shared holdings.
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Top shared holdings
| Holding | KOMP | FWD | Overlap |
|---|---|---|---|
| KLA Corp.KLAC | 0.83% | 0.94% | 0.83% |
| Tesla Inc.TSLA | 0.76% | 1.15% | 0.76% |
| Nvidia Corp.NVDA | 0.67% | 1.98% | 0.67% |
| Teledyne TechTDY | 0.60% | 0.66% | 0.60% |
| META Platforms-aMETA | 0.58% | 1.04% | 0.58% |
| Carpenter TechCRS | 0.54% | 0.97% | 0.54% |
| Rockwell AutomatROK | 0.54% | 0.93% | 0.54% |
| Cognex Corp.CGNX | 0.51% | 1.01% | 0.51% |
| Micron TechMU | 0.50% | 1.36% | 0.50% |
| Enphase EnergyENPH | 0.56% | 0.47% | 0.47% |
| Bloom Energy C-aBE | 0.39% | 0.69% | 0.39% |
| Intuitive SurgicISRG | 0.39% | 0.50% | 0.39% |
| Lattice SemicondLSCC | 0.38% | 1.19% | 0.38% |
| ATI Inc.ATI | 0.33% | 0.92% | 0.33% |
| Applied MaterialAMAT | 0.32% | 1.10% | 0.32% |
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; FWD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | KOMP | FWD |
|---|---|---|
| LPL Financial LLC | $5.8M | $224.0M |
| Betterment LLC | $107.3M | $85.9M |
| Bank of America Corp. | $7.1M | $88.4M |
| Integrated Wealth Concepts LLC | $636K | $73.6M |
| Ameriprise Financial Inc. | $2.6M | $34.7M |
| Raymond James Financial Inc. | $8.8M | $23.2M |
| Northwestern Mutual Wealth Management Co | $55K | $26.8M |
| UBS Group AG | $1.8M | $24.2M |
| Cambridge Investment Research Advisors, Inc. | $2.5M | $19.6M |
| Morgan Stanley | $18.2M | $655K |
| Baird Financial Group, Inc. | $16.5M | $260K |
| Osaic Holdings, Inc. | $1.0M | $12.1M |
| Royal Bank of Canada | $10.2M | $303K |
| Wealth Enhancement Advisory Services, LLC | $7.3M | $1.8M |
| Commonwealth Equity Services, LLC | $4.5M | $3.1M |
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: KOMP institutional holders, FWD institutional holders.
Frequently asked questions
How much do KOMP and FWD overlap?
11.8% by weight, with 40 holdings in common, using holdings for KOMP as of June 30, 2026 and FWD as of May 31, 2026. The largest shared position is KLAC.
Do institutions hold both KOMP and FWD?
43 Form 13F filers report positions in both, out of 237 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%.