VOTE vs KOKU overlap
VOTE and KOKU overlap 75.1% by weight, across 484 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (VOTE: July 31, 2026, KOKU: May 29, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
| Holding | VOTE | KOKU | Overlap |
|---|---|---|---|
| Nvidia Corp.NVDA | 7.25% | 5.71% | 5.71% |
| Apple Inc.AAPL | 6.99% | 5.37% | 5.37% |
| Microsoft Corp.MSFT | 5.32% | 3.72% | 3.72% |
| Amazon.COM Inc.AMZN | 4.11% | 3.07% | 3.07% |
| Alphabet Inc.-aGOOGL | 3.21% | 2.59% | 2.59% |
| Broadcom Inc.AVGO | 2.79% | 2.35% | 2.35% |
| Alphabet Inc.-CGOOG | 2.59% | 2.04% | 2.04% |
| META Platforms-aMETA | 1.88% | 1.63% | 1.63% |
| Tesla Inc.TSLA | 1.35% | 1.44% | 1.35% |
| Micron TechMU | 1.43% | 1.28% | 1.28% |
| ELI Lilly & CoLLY | 1.42% | 1.04% | 1.04% |
| ADV Micro DeviceAMD | 1.19% | 0.99% | 0.99% |
| JPMorgan ChaseJPM | 1.46% | 0.94% | 0.94% |
| Berkshire HATH-BBRK/B | 1.46% | 0.77% | 0.77% |
| Exxon Mobil Corp.XOM | 1.00% | 0.71% | 0.71% |
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: VOTE, SEC Form N-PORT, July 31, 2026; KOKU, SEC Form N-PORT, May 29, 2026.
Largest institutions holding both
| Firm | VOTE | KOKU |
|---|---|---|
| Goldman Sachs Group Inc. | $34.5M | $564K |
| Bank of America Corp. | $16.4M | $6.7M |
| Cambridge Investment Research Advisors, Inc. | $11.4M | $722K |
| LPL Financial LLC | $2.4M | $571K |
| Osaic Holdings, Inc. | $1.4M | $9K |
| Raymond James Financial Inc. | $243K | $435K |
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: VOTE institutional holders, KOKU institutional holders.
Frequently asked questions
How much do VOTE and KOKU overlap?
75.1% by weight, with 484 holdings in common, using holdings for VOTE as of July 31, 2026 and KOKU as of May 29, 2026. The largest shared position is NVDA.
Do institutions hold both VOTE and KOKU?
6 Form 13F filers report positions in both, out of 117 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%.