SPTB vs KHPI overlap
SPTB and KHPI 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: SPTB, SEC Form N-PORT, June 30, 2026; KHPI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | SPTB | KHPI |
|---|---|---|
| LPL Financial LLC | $16.8M | $99.8M |
| Envestnet Asset Management Inc. | $44.6M | $3.2M |
| CoreCap Advisors, LLC | $18K | $6.1M |
| Cambridge Investment Research Advisors, Inc. | $802K | $4.9M |
| IHT Wealth Management, LLC | $2.8M | $1.2M |
| Jane Street Group, LLC | $2.4M | $1.4M |
| Cetera Investment Advisers | $1.6M | $435K |
| International Assets Investment Management, LLC | $518K | $494K |
| NewEdge Advisors, LLC | $3K | $798K |
| Private Trust Co NA | $2K | $691K |
| Morgan Stanley | $2K | $129K |
| Wells Fargo & Company | $2K | $70K |
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: SPTB institutional holders, KHPI institutional holders.
Frequently asked questions
How much do SPTB and KHPI overlap?
0.0% by weight, with 0 holdings in common, using holdings for SPTB as of June 30, 2026 and KHPI as of June 30, 2026.
Do institutions hold both SPTB and KHPI?
12 Form 13F filers report positions in both, out of 108 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%.