QALT vs KLIP overlap

QALT and KLIP overlap 0.0% by weight, across 0 shared holdings.

QALTKLIP

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

QALT0.0% of the fund is in shared holdings, of 12

KLIP0.0% of the fund is in shared holdings, of 1

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: QALT, SEC Form N-PORT, June 30, 2026; KLIP, SEC Form N-PORT, June 30, 2026.

institutions report holding both, of 55 holding any

QALT5.5% of its 13F dollars, 21.1% of its 38 holders

KLIP23.3% of its 13F dollars, 32.0% of its 25 holders

Largest institutions holding both

Firm	QALT	KLIP
LPL Financial LLC	$276K	$3.1M
Janney Montgomery Scott LLC	$521K	$679K
Royal Bank of Canada	$150K	$641K
Advisory Services Network, LLC	$211K	$550K
UBS Group AG	$30K	$305K
JPMorgan Chase & Co	$35K	$1K
Morgan Stanley	$7K	$56
Wells Fargo & Company	$345	$60

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: QALT institutional holders, KLIP institutional holders.

Frequently asked questions

How much do QALT and KLIP overlap?

0.0% by weight, with 0 holdings in common, using holdings for QALT as of June 30, 2026 and KLIP as of June 30, 2026.

Do institutions hold both QALT and KLIP?

8 Form 13F filers report positions in both, out of 55 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%.