KAUG vs DDSQ overlap
6 institutions report holding both KAUG and DDSQ.
KAUGDDSQ
Pick 2 to 4 ETFs.
We don’t have holdings for KAUG, DDSQ. 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 58 holding any
KAUG9.7% of its 13F dollars, 15.0% of its 40 holders
DDSQ8.3% of its 13F dollars, 25.0% of its 24 holders
Largest institutions holding both
| Firm | KAUG | DDSQ |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.4M | $509K |
| Cetera Investment Advisers | $487K | $3.3M |
| Brookstone Capital Management | $249K | $251K |
| AE Wealth Management LLC | $427K | $2K |
| IFP Advisors, Inc | $196K | $6K |
| Capital Analysts, LLC | $23K | $16K |
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, DDSQ institutional holders.
Frequently asked questions
Do institutions hold both KAUG and DDSQ?
6 Form 13F filers report positions in both, out of 58 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%.