OMAH vs KBWP overlap
OMAH and KBWP overlap 4.7% by weight, across 1 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (OMAH: July 31, 2026, KBWP: May 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | OMAH | KBWP | Overlap |
|---|---|---|---|
| Chubb Ltd.CB | 4.69% | 7.98% | 4.69% |
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: OMAH, SEC Form N-PORT, July 31, 2026; KBWP, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OMAH | KBWP |
|---|---|---|
| LPL Financial LLC | $11.3M | $21.6M |
| Kingsview Wealth Management, LLC | $293K | $19.8M |
| Mutual Advisors, LLC | $1.4M | $11.5M |
| Cambridge Investment Research Advisors, Inc. | $5.6M | $1.3M |
| Kestra Advisory Services, LLC | $1.8M | $2.3M |
| Royal Bank of Canada | $2.0M | $1.6M |
| Morgan Stanley | $106 | $3.1M |
| Susquehanna International Group, LLP | $1.2M | $1.1M |
| Raymond James Financial Inc. | $686K | $1.3M |
| NewEdge Advisors, LLC | $663K | $624K |
| Osaic Holdings, Inc. | $40K | $643K |
| UBS Group AG | $99K | $115K |
| International Assets Investment Management, LLC | $36K | $3K |
| Northwestern Mutual Wealth Management Co | $55 | $29K |
| Wells Fargo & Company | $1K | $8K |
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: OMAH institutional holders, KBWP institutional holders.
Frequently asked questions
How much do OMAH and KBWP overlap?
4.7% by weight, with 1 holdings in common, using holdings for OMAH as of July 31, 2026 and KBWP as of May 31, 2026. The largest shared position is CB.
Do institutions hold both OMAH and KBWP?
15 Form 13F filers report positions in both, out of 134 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%.