USCL vs KLMN overlap
2 institutions report holding both USCL and KLMN.
USCLKLMN
Pick 2 to 4 ETFs.
We don’t have holdings for KLMN. 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 11 holding any
USCL0.1% of its 13F dollars, 25.0% of its 8 holders
KLMN0.2% of its 13F dollars, 40.0% of its 5 holders
Largest institutions holding both
| Firm | USCL | KLMN |
|---|---|---|
| Goldman Sachs Group Inc. | $2.1M | $2.7M |
| Susquehanna International Group, LLP | $982K | $1.9M |
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: USCL institutional holders, KLMN institutional holders.
Frequently asked questions
Do institutions hold both USCL and KLMN?
2 Form 13F filers report positions in both, out of 11 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%.