TCHP vs KLMT overlap
2 institutions report holding both TCHP and KLMT.
TCHPKLMT
Pick 2 to 4 ETFs.
We don’t have holdings for KLMT. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
2
institutions report holding both, of 187 holding any
TCHP1.0% of its 13F dollars, 1.1% of its 185 holders
KLMT0.1% of its 13F dollars, 50.0% of its 4 holders
Largest institutions holding both
| Firm | TCHP | KLMT |
|---|---|---|
| Osaic Holdings, Inc. | $8.8M | $863 |
| LPL Financial LLC | $7.4M | $844K |
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: TCHP institutional holders, KLMT institutional holders.
Frequently asked questions
Do institutions hold both TCHP and KLMT?
2 Form 13F filers report positions in both, out of 187 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%.