SFTY vs KAT overlap
SFTY and KAT overlap 11.9% by weight, across 16 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
| Holding | SFTY | KAT | Overlap |
|---|---|---|---|
| Microsoft Corp.MSFT | 4.86% | 4.18% | 4.18% |
| Amazon.COM Inc.AMZN | 2.05% | 4.54% | 2.05% |
| META Platforms-aMETA | 1.82% | 3.75% | 1.82% |
| Berkshire HATH-BBRK/B | 2.45% | 0.53% | 0.53% |
| VISA Inc.-Class aV | 0.51% | 4.38% | 0.51% |
| Chubb Ltd.CB | 0.40% | 4.21% | 0.40% |
| Unitedhealth GRPUNH | 0.39% | 2.93% | 0.39% |
| Lockheed MartinLMT | 0.37% | 1.66% | 0.37% |
| Marsh & McLennanMRSH | 0.27% | 2.28% | 0.27% |
| AON PLC-Class aAON | 0.25% | 2.65% | 0.25% |
| Stryker Corp.SYK | 0.24% | 2.24% | 0.24% |
| Adobe Inc.ADBE | 0.23% | 2.66% | 0.23% |
| McKesson Corp.MCK | 0.23% | 4.14% | 0.23% |
| CME Group Inc.CME | 0.21% | 2.14% | 0.21% |
| Thermo FisherTMO | 0.16% | 2.26% | 0.16% |
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: SFTY, SEC Form N-PORT, May 31, 2026; KAT, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SFTY | KAT |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. | $3.2M | $17.9M |
| Susquehanna International Group, LLP | $375K | $10.9M |
| LPL Financial LLC | $10.1M | $779K |
| US Bancorp | $357K | $69K |
| UBS Group AG | $142K | $2K |
| JPMorgan Chase & Co | $55K | $11K |
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: SFTY institutional holders, KAT institutional holders.
Frequently asked questions
How much do SFTY and KAT overlap?
11.9% by weight, with 16 holdings in common, using holdings for SFTY as of May 31, 2026 and KAT as of June 30, 2026. The largest shared position is MSFT.
Do institutions hold both SFTY and KAT?
6 Form 13F filers report positions in both, out of 50 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%.