RFDA vs KMLM overlap
RFDA and KMLM 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: RFDA, SEC Form N-PORT, May 31, 2026; KMLM, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | RFDA | KMLM |
|---|---|---|
| Envestnet Asset Management Inc. | $12.7M | $7.4M |
| Raymond James Financial Inc. | $2.2M | $8.4M |
| NewEdge Advisors, LLC | $59K | $235K |
| JPMorgan Chase & Co | $167K | $328 |
| UBS Group AG | $44K | $102K |
| Wells Fargo & Company | $3K | $17K |
| Morgan Stanley | $6K | $52 |
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: RFDA institutional holders, KMLM institutional holders.
Frequently asked questions
How much do RFDA and KMLM overlap?
0.0% by weight, with 0 holdings in common, using holdings for RFDA as of May 31, 2026 and KMLM as of June 30, 2026.
Do institutions hold both RFDA and KMLM?
7 Form 13F filers report positions in both, out of 82 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%.