TWOX vs KSEP overlap
2 institutions report holding both TWOX and KSEP.
TWOXKSEP
Pick 2 to 4 ETFs.
We don’t have holdings for KSEP. 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 33 holding any
TWOX5.8% of its 13F dollars, 50.0% of its 4 holders
KSEP11.6% of its 13F dollars, 6.5% of its 31 holders
Largest institutions holding both
| Firm | TWOX | KSEP |
|---|---|---|
| Old Mission Capital LLC | $716K | $1.1M |
| Blue Bell Private Wealth Management, LLC | $14K | $366K |
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: TWOX institutional holders, KSEP institutional holders.
Frequently asked questions
Do institutions hold both TWOX and KSEP?
2 Form 13F filers report positions in both, out of 33 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%.