MAYU vs KMAY overlap
9 institutions report holding both MAYU and KMAY.
MAYUKMAY
Pick 2 to 4 ETFs.
We don’t have holdings for MAYU, KMAY. 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.
9
institutions report holding both, of 51 holding any
MAYU41.8% of its 13F dollars, 42.9% of its 21 holders
KMAY28.8% of its 13F dollars, 23.1% of its 39 holders
Largest institutions holding both
| Firm | MAYU | KMAY |
|---|---|---|
| Commonwealth Equity Services, LLC | $9.3M | $1.6M |
| Cetera Investment Advisers | $2.3M | $1.4M |
| Susquehanna International Group, LLP | $2.1M | $1.4M |
| Osaic Holdings, Inc. | $5K | $3.2M |
| Harbour Investments, Inc. | $15K | $2.0M |
| Kestra Advisory Services, LLC | $1.4M | $460K |
| LPL Financial LLC | $568K | $508K |
| Old Mission Capital LLC | $422K | $361K |
| UBS Group AG | $205 | $38K |
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: MAYU institutional holders, KMAY institutional holders.
Frequently asked questions
Do institutions hold both MAYU and KMAY?
9 Form 13F filers report positions in both, out of 51 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%.