KARS vs FBDC overlap

KARS and FBDC overlap 0.0% by weight, across 0 shared holdings.

KARSFBDC

Pick 2 to 4 ETFs.

0.0%

overlap by weight, across 0 shared holdings

KARS0.0% of the fund is in shared holdings, of 79

FBDC0.0% of the fund is in shared holdings, of 20

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: KARS, SEC Form N-PORT, June 30, 2026; FBDC, SEC Form N-PORT, May 31, 2026.

institutions report holding both, of 44 holding any

KARS64.4% of its 13F dollars, 11.8% of its 34 holders

FBDC46.1% of its 13F dollars, 28.6% of its 14 holders

Largest institutions holding both

Firm	KARS	FBDC
LPL Financial LLC	$1.7M	$2.9M
Morgan Stanley	$2.2M	$484K
UBS Group AG	$825K	$898
Osaic Holdings, Inc.	$17K	$59K

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: KARS institutional holders, FBDC institutional holders.

Frequently asked questions

How much do KARS and FBDC overlap?

0.0% by weight, with 0 holdings in common, using holdings for KARS as of June 30, 2026 and FBDC as of May 31, 2026.

Do institutions hold both KARS and FBDC?

4 Form 13F filers report positions in both, out of 44 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%.