HAPI vs BKUI overlap
HAPI and BKUI overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
Top shared holdings
These funds hold nothing in common.
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: HAPI, SEC Form N-PORT, July 31, 2026; BKUI, SEC Form N-PORT, June 30, 2026.
Largest institutions holding both
| Firm | HAPI | BKUI |
|---|---|---|
| LPL Financial LLC | $4.7M | $2.1M |
| Raymond James Financial Inc. | $1.8M | $4.6M |
| Steward Partners Investment Advisory, LLC | $5.0M | $371K |
| Citadel Advisors LLC | $881K | $1.4M |
| Jane Street Group, LLC | $273K | $510K |
| MML Investors Services, LLC | $356K | $270K |
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: HAPI institutional holders, BKUI institutional holders.
Frequently asked questions
How much do HAPI and BKUI overlap?
0.0% by weight, with 0 holdings in common, using holdings for HAPI as of July 31, 2026 and BKUI as of June 30, 2026.
Do institutions hold both HAPI and BKUI?
6 Form 13F filers report positions in both, out of 52 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%.