KAUG vs ARLU overlap
10 institutions report holding both KAUG and ARLU.
KAUGARLU
Pick 2 to 4 ETFs.
We don’t have holdings for KAUG, ARLU. 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.
10
institutions report holding both, of 55 holding any
KAUG31.7% of its 13F dollars, 25.0% of its 40 holders
ARLU31.4% of its 13F dollars, 40.0% of its 25 holders
Largest institutions holding both
| Firm | KAUG | ARLU |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $9.3M |
| First Heartland Consultants, Inc. | $6.0M | $443K |
| Kestra Advisory Services, LLC | $1.1M | $2.7M |
| Osaic Holdings, Inc. | $2.3M | $136K |
| Susquehanna International Group, LLP | $343K | $1.1M |
| JPMorgan Chase & Co | $973K | $306K |
| Foundations Investment Advisors, LLC | $560K | $617K |
| Cetera Investment Advisers | $487K | $479K |
| Raymond James Financial Inc. | $508K | $361K |
| Harbour Investments, Inc. | $14K | $239K |
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: KAUG institutional holders, ARLU institutional holders.
Frequently asked questions
Do institutions hold both KAUG and ARLU?
10 Form 13F filers report positions in both, out of 55 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%.