CAOS vs BKUI overlap
6 institutions report holding both CAOS and BKUI.
CAOSBKUI
Pick 2 to 4 ETFs.
We don’t have holdings for CAOS. 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.
6
institutions report holding both, of 99 holding any
CAOS1.1% of its 13F dollars, 9.0% of its 67 holders
BKUI1.1% of its 13F dollars, 15.8% of its 38 holders
Largest institutions holding both
| Firm | CAOS | BKUI |
|---|---|---|
| LPL Financial LLC | $2.4M | $2.1M |
| Citadel Advisors LLC | $1.3M | $1.4M |
| MML Investors Services, LLC | $725K | $270K |
| Envestnet Asset Management Inc. | $247K | $696K |
| Krilogy Financial LLC | $341K | $397K |
| Global Retirement Partners, LLC | $88K | $498K |
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: CAOS institutional holders, BKUI institutional holders.
Frequently asked questions
Do institutions hold both CAOS and BKUI?
6 Form 13F filers report positions in both, out of 99 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%.