KSTR vs DBB overlap
10 institutions report holding both KSTR and DBB.
KSTRDBB
Pick 2 to 4 ETFs.
We don’t have holdings for DBB. 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 111 holding any
KSTR33.2% of its 13F dollars, 27.8% of its 36 holders
DBB20.3% of its 13F dollars, 11.8% of its 85 holders
Largest institutions holding both
| Firm | KSTR | DBB |
|---|---|---|
| Bank of Montreal | $30.4M | $79K |
| UBS Group AG | $5.5M | $10.5M |
| Citadel Advisors LLC | $6.7M | $801K |
| Morgan Stanley | $324K | $7.1M |
| LPL Financial LLC | $2.7M | $4.2M |
| Belvedere Trading LLC | $344K | $2.2M |
| Simplex Trading, LLC | $670K | $1.7M |
| Royal Bank of Canada | $452K | $918K |
| Group One Trading LLC | $49K | $131K |
| Osaic Holdings, Inc. | $30K | $98K |
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: KSTR institutional holders, DBB institutional holders.
Frequently asked questions
Do institutions hold both KSTR and DBB?
10 Form 13F filers report positions in both, out of 111 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%.