KWEB vs FRDM overlap
KWEB and FRDM 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: KWEB, SEC Form N-PORT, June 30, 2026; FRDM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | KWEB | FRDM |
|---|---|---|
| Morgan Stanley | $231.7M | $53.8M |
| Wells Fargo & Company | $33.2M | $174.3M |
| JPMorgan Chase & Co | $182.8M | $4.6M |
| UBS Group AG | $178.9M | $312K |
| Northwestern Mutual Wealth Management Co | $4.0M | $150.6M |
| LPL Financial LLC | $21.2M | $79.1M |
| Ellevest, Inc. | $351K | $73.1M |
| Raymond James Financial Inc. | $11.3M | $58.9M |
| Royal Bank of Canada | $42.8M | $11.4M |
| Citadel Advisors LLC | $42.8M | $1.8M |
| HighTower Advisors, LLC | $6.2M | $37.9M |
| Envestnet Asset Management Inc. | $302K | $42.7M |
| Cambridge Investment Research Advisors, Inc. | $1.3M | $41.0M |
| BlackRock, Inc. | $42.2M | $41 |
| Kestra Advisory Services, LLC | $755K | $34.8M |
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: KWEB institutional holders, FRDM institutional holders.
Frequently asked questions
How much do KWEB and FRDM overlap?
0.0% by weight, with 0 holdings in common, using holdings for KWEB as of June 30, 2026 and FRDM as of June 30, 2026.
Do institutions hold both KWEB and FRDM?
75 Form 13F filers report positions in both, out of 558 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%.