NAUG vs KFEB overlap
20 institutions report holding both NAUG and KFEB.
NAUGKFEB
Pick 2 to 4 ETFs.
We don’t have holdings for NAUG, KFEB. 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.
20
institutions report holding both, of 63 holding any
NAUG63.3% of its 13F dollars, 51.3% of its 39 holders
KFEB74.5% of its 13F dollars, 45.5% of its 44 holders
Largest institutions holding both
| Firm | NAUG | KFEB |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.1M | $1.7M |
| Raymond James Financial Inc. | $518K | $3.6M |
| Susquehanna International Group, LLP | $2.7M | $1.2M |
| Kestra Advisory Services, LLC | $1.0M | $1.5M |
| Cetera Investment Advisers | $1.3M | $952K |
| Osaic Holdings, Inc. | $1.1M | $897K |
| Truist Financial Corp. | $846K | $1.0M |
| Cambridge Investment Research Advisors, Inc. | $570K | $938K |
| Cresset Asset Management, LLC | $229K | $1.3M |
| LPL Financial LLC | $306K | $1.2M |
| Cornerstone Wealth, LLC | $220K | $818K |
| AE Wealth Management LLC | $770K | $162K |
| Old Mission Capital LLC | $687K | $231K |
| Diligent Investors, LLC | $244K | $621K |
| Phoenix Financial Ltd. | $374K | $304K |
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: NAUG institutional holders, KFEB institutional holders.
Frequently asked questions
Do institutions hold both NAUG and KFEB?
20 Form 13F filers report positions in both, out of 63 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%.