KVLE vs GRW overlap

KVLE and GRW overlap 9.9% by weight, across 3 shared holdings.

KVLEGRW

Pick 2 to 4 ETFs.

9.9%

overlap by weight, across 3 shared holdings

KVLE15.0% of the fund is in shared holdings, of 83

GRW13.5% of the fund is in shared holdings, of 30

Top shared holdings

Holding	KVLE	GRW	Overlap
Microsoft Corp.MSFT	4.91%	3.70%	3.70%
Broadcom Inc.AVGO	3.33%	6.98%	3.33%
Nvidia Corp.NVDA	6.79%	2.86%	2.86%

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: KVLE, SEC Form N-PORT, June 30, 2026; GRW, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 35 holding any

KVLE88.0% of its 13F dollars, 27.3% of its 11 holders

GRW13.9% of its 13F dollars, 11.1% of its 27 holders

Largest institutions holding both

Firm	KVLE	GRW
LPL Financial LLC	$27.8M	$1.4M
UBS Group AG	$21K	$1.7M
Morgan Stanley	$50	$1.4M

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: KVLE institutional holders, GRW institutional holders.

Frequently asked questions

How much do KVLE and GRW overlap?

9.9% by weight, with 3 holdings in common, using holdings for KVLE as of June 30, 2026 and GRW as of July 31, 2026. The largest shared position is MSFT.

Do institutions hold both KVLE and GRW?

3 Form 13F filers report positions in both, out of 35 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%.