PAMC vs KMID overlap

PAMC and KMID overlap 1.0% by weight, across 1 shared holdings.

PAMCKMID

Pick 2 to 4 ETFs.

1.0%

overlap by weight, across 1 shared holdings

PAMC1.0% of the fund is in shared holdings, of 149

KMID2.5% of the fund is in shared holdings, of 26

Top shared holdings

Holding	PAMC	KMID	Overlap
API Group Corp.APG	0.96%	2.45%	0.96%

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: PAMC, SEC Form N-PORT, July 31, 2026; KMID, SEC Form N-PORT, July 31, 2026.

institutions report holding both, of 42 holding any

PAMC15.5% of its 13F dollars, 13.3% of its 30 holders

KMID13.5% of its 13F dollars, 25.0% of its 16 holders

Largest institutions holding both

Firm	PAMC	KMID
LPL Financial LLC	$2.3M	$5.3M
Osaic Holdings, Inc.	$1.6M	$30K
Susquehanna International Group, LLP	$1.2M	$246K
JPMorgan Chase & Co	$1.3M	$15K

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: PAMC institutional holders, KMID institutional holders.

Frequently asked questions

How much do PAMC and KMID overlap?

1.0% by weight, with 1 holdings in common, using holdings for PAMC as of July 31, 2026 and KMID as of July 31, 2026. The largest shared position is APG.

Do institutions hold both PAMC and KMID?

4 Form 13F filers report positions in both, out of 42 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%.