OVLH vs KBWD overlap
OVLH and KBWD 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: OVLH, SEC Form N-PORT, May 31, 2026; KBWD, SEC Form N-PORT, May 31, 2026.
Largest institutions holding both
| Firm | OVLH | KBWD |
|---|---|---|
| Wells Fargo & Company | $242K | $18.6M |
| LPL Financial LLC | $2.9M | $11.3M |
| Morgan Stanley | $13K | $10.7M |
| Raymond James Financial Inc. | $371K | $2.7M |
| Envestnet Asset Management Inc. | $250K | $1.5M |
| Fifth Third Bancorp | $680K | $108K |
| IFP Advisors, Inc | $112K | $518K |
| Royal Bank of Canada | $28K | $201K |
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: OVLH institutional holders, KBWD institutional holders.
Frequently asked questions
How much do OVLH and KBWD overlap?
0.0% by weight, with 0 holdings in common, using holdings for OVLH as of May 31, 2026 and KBWD as of May 31, 2026.
Do institutions hold both OVLH and KBWD?
8 Form 13F filers report positions in both, out of 76 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%.