KONG vs FFTY overlap
1 institutions report holding both KONG and FFTY.
KONGFFTY
Pick 2 to 4 ETFs.
We don’t have holdings for FFTY. 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.
1
institutions report holding both, of 35 holding any
KONG0.0% of its 13F dollars, 25.0% of its 4 holders
FFTY0.6% of its 13F dollars, 3.1% of its 32 holders
Largest institutions holding both
| Firm | KONG | FFTY |
|---|---|---|
| UBS Group AG | $6K | $115K |
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: KONG institutional holders, FFTY institutional holders.
Frequently asked questions
Do institutions hold both KONG and FFTY?
1 Form 13F filers report positions in both, out of 35 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%.